Sarah Rushford Email & Phone Number

Stevens Foster’s expertise in the area of executive benefits and incentives enables us to effectively integrate our clients’ corporate benefits with their personal financial plans and to assist our clients in maximizing the growth opportunities within their corporate benefits plans, particularly stock compensation, stock options, 401(k), pension plans, and deferred compensation plans. Our group of financial planners, financial analysts, investment managers, tax professionals, insurance professionals and outside legal and banking associates, engage in a coordinated effort not only to design our clients’ financial plans, but to implement and execute them and to include tax ramifications in every decision.Wealth is accumulated not simply by making sound investments choices, planning for the future and structuring income to minimize taxes: Wealth is accumulated by doing all three expertly and consistently. Stevens, Foster Financial Services, Inc. is a Registered Investment Advisor offering comprehensive financial planning services and recommendations without bias toward any financial product or retailer.

I work with nonprofit organizations, assisting them with tax compliance and consulting opportunities.

I mainly work on tax-exempt entities in the healthcare industry, but also work on a few flowthrough entities, c corps, and individual returns.