Our Commitment

What to expect from Stevens Financial Group:

• Your peace of mind will be our priority.
• We are committed to listening to you so that we can understand your goals and priorities.
• We will utilize a comprehensive approach in reviewing your situation and subsequently making recommendations to you.
• We will develop a comprehensive written financial plan and specific recommendations within two weeks of your initial introductory meeting.
• You will hear from us on a regular basis to evaluate our progress and address any questions you may have.
• We will return your phone calls by the next business day.

We look forward to fulfilling this commitment with you, our client.