Tom Stephens- Financial Advisor

We work with Retirees & those nearing retirement learn how to maximize their income & assets. I bring a unique perspective to Wealth Management, based upon 30+ years as a banker, successful entrepreneur, retired executive, widower, and now an active wealth manager. For those still working, I help you Manage and Protect your 401k to help Maximize Returns and Minimize Downside Risk. This does not require a Rollover, but an active Strategy for Managing your Existing Account. For those Retiring or Planning to Retire, I can also help you with Conservative Strategies for creating an Income that you cannot outlive.* I can be contacted via email at [email protected] and by phone at 713-624-4082. I work with all career levels to help provide a secure financial future. Author of 4 Financial Books:
• Cost of Aging: Finding Resources to Meet Financial Demands of Aging
• Planning for Tomorrow: Essential Guide to Having Your Affairs in Order
• Our Aging Parents: Comprehensive Guide to Caring for Aging Loved Ones
• Survivor’s Handbook: Essential Guide to Financial Matters after a Death
In addition, I am available for speaking engagements and workshops on any of the above topics.

*Note Any guarantees are based solely on the claims paying ability of the issuing company.