While the future isn’t set in stone, careful planning can make the transition from the workforce to a leisurely retirement much smoother. Steve Stevens, MBA, CLU, CLTC, a financial planner with WestPoint Financial Group in Indianapolis, shares his top tips for building a solid financial plan today to help secure your tomorrow.
Stevens and his team work with families and business owners to help them be intentional stewards of their time, treasure and talents. From families here in Hamilton County to oil manufacturers in Allentown, Pennsylvania, to electric vehicle decision makers in Newark, California, and other locations throughout the Midwest, Stevens’ approach and experience adds value to their lives.
Find a Strong Partner
You’ve worked hard, grown your assets, made strategic decisions and built something extraordinary. Now it’s time to take the steps necessary to help protect, grow and guide your resources with the same level of care and attention. Whether you’re securing your family’s future, shaping a business legacy or preparing for life’s next chapter, thoughtful and experienced guidance is essential.
Have a Plan
Wealth is about more than financial results and market trends; it’s about creating a strategy that reflects your goals, values and unique life circumstances. This means addressing today’s priorities while preparing for tomorrow’s uncertainties. For entrepreneurs and business leaders, it’s about helping to safeguard what you’ve built while opening doors for future growth.
Think Outside the Box
Wealth management strategies don’t have to follow a predictable script. Work with your financial planner to craft solutions tailored to your needs. Whether it’s to help preserve generational wealth, optimize tax efficiencies or design a succession plan, the focus should always be on turning complex challenges into actionable opportunities. Think of your finances as a puzzle; the goal is to create a picture that is both functional and aligned with your long-term vision.
For Business Leaders
For executives and entrepreneurs, personal wealth and business success are deeply interconnected. An experienced financial planner can help you navigate challenges like risk mitigation, growth strategies and succession planning. Whether you’re looking to create a transition plan to secure your company’s future or exploring ways to maximize your impact beyond the boardroom, clarity and confidence in your decisions are key. Stevens has extensive experience with multigenerational family business transitions and wealth transfer strategies designed to maximize asset growth and minimize tax implications.
Your Legacy, Your Way
Wealth is not just about accumulation; it’s about impact. Whether your priority is providing for future generations, creating opportunities for loved ones, or supporting causes that matter to you, your financial strategy should align with your purpose. A financial advisor can help you turn your vision into reality. Building a legacy isn’t just about leaving something behind. It’s about creating something meaningful today.
“Managing wealth is about more than numbers,” says Stevens. “It’s about aligning your financial decisions with your purpose and creating a strategy as thoughtful and intentional as the life you’ve built.”
For more information, email Stevens at stevestevens@financialguide.com or visit westpointadvantage.com.
Steve Stevens is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 900 E. 96th Street, Suite 300, Indianapolis, IN, 46240. CRN202802-8056433
