Financial planner Stegner Investment Associates, Inc. (SIA) 233 Breckenridge Ln, Louisville, KY 40207

Stegner Investment Associates, Inc. (SIA) is a dedicated financial planning firm located at 233 Breckenridge Ln in Louisville, KY. With a commitment to helping clients achieve their financial goals, SIA offers a range of services including investment management, retirement planning, and personalized financial advice. Whether you're looking to secure your future, manage your assets, or navigate complex financial decisions, SIA is here to assist you. To learn more about their services or to schedule a consultation, call (502) 895-0122 or visit their website at stegnerinvestments.com.

Our Services

  • Investment Management: Tailored strategies to help grow and manage your investments.
  • Retirement Planning: Comprehensive planning to ensure a comfortable retirement.
  • Financial Advice: Personalized guidance to help you achieve your financial objectives.

How Our Engagements Work

When you engage with Stegner Investment Associates, you can expect a collaborative approach. We begin with an initial consultation to discuss your financial goals and current situation. From there, we develop a customized plan tailored to your needs. We recommend bringing any relevant financial documents to your appointment to facilitate a productive discussion.

What to Expect

During your consultation, our experienced advisors will assess your financial landscape, answer your questions, and outline potential strategies. We aim to provide clear, actionable advice to help you feel confident in your financial decisions.

FAQs

  • What types of clients do you serve?We serve individuals, families, and small businesses seeking financial planning and investment management.
  • How do you charge for your services?Our fee structure typically includes a combination of flat fees and asset-based fees, depending on the services provided.
  • Can I meet with a financial planner virtually?Yes, we offer virtual consultations to accommodate your needs.
  • What should I bring to my first meeting?Please bring any financial documents, including tax returns, investment statements, and details about your income and expenses.
  • How often will we meet?We typically meet at least once a year, but we encourage more frequent meetings depending on your needs and market conditions.
  • Do you offer retirement planning services?Yes, we specialize in retirement planning to help you prepare for a secure future.
  • What is your investment philosophy?We focus on a long-term investment strategy tailored to your risk tolerance and financial goals.
  • How do I get started?You can get started by calling us at (502) 895-0122 to schedule your initial consultation.

Informational only — not legal, financial, or insurance advice.

 

Financial planner Stegner Investment Associates, Inc. (SIA)
233 Breckenridge Ln, Louisville, KY 40207
(502) 895-0122
http://stegnerinvestments.com/

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