Brad Stephens, Financial Advisor

CONNECT

Address:

100 Sunset View Drive, Suite 1
Butler, MO 64730

Phone:

Toll Free: 866.220.7832,Direct Line: 660.679.4400

Fax/Other:

660.679.4475

Working with Families

Nothing shapes future success like a simple plan! 

Developing a plan for your financial future is often challenging.  Our simple four step process will make you feel more comfortable with your decisions.

  • Step 1 - Set and prioritize your goals
  • Step 2 - Create your own action plan
  • Step 3 - Implement your plan
  • Step 4 - Monitor your progress

Once your goals have been established, we can customize a plan that is designed to suit your vision and objectives.  We can help you execute a financial strategy by using a variety of products and services.

We understand goals and needs consistently change, that's why we meet with you regularly to monitor progress and to make adjustments when necessary. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck