Shane Stevenson

Associate Financial Advisor at Winston & Companies - Phoenix, Arizona, United States

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Shane Stevenson's Contact Details
HQ
(602) 456-1928
Location
Phoenix,Arizona,United States
Company
Winston & Companies
Shane Stevenson's Company Details
Winston & Companies logo, Winston & Companies contact details

Winston & Companies

Phoenix, Arizona, United States • 2 Employees
Financial Services

Our founder, Winston P. Stevenson, is an FAA instrument-rated pilot. He routinely develops flight plans to map out each journey in the sky, leading to the safe and predictable outcome of the proposed flight. He realized this same concept should apply to smart financial planning, and the Retirement Flight Plan was born.You need not look far to see we live in a world of chaos and confusion. Our proprietary "Flight Plan" gives "impeccable order" to your retirement by addressing five key areas:1-Income Planning2-Investments3-Tax Planning4-Health Care Planning5-Legacy PlanningWe design each Flight Plan to use as a living, breathing framework to guide you for the rest of your life — and even simplify things for loved ones after you pass.If you want to take control of your financial life, the Flight Plan may be just what you need.We address the following services:Retirement Income Strategies Wealth Management Annuities Investments IRA/401(k) Rollovers Asset Protection Strategies Life Insurance Tax-Efficient Strategies Long-Term Care Strategies IRA Legacy Planning Trusts Probate Charitable Giving Estate Planning Tax PlanningInvestment advisory services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Adviser. BCM and Winston & Companies are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

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Frequently Asked Questions about Shane Stevenson
Shane Stevenson currently works for Winston & Companies.
Shane Stevenson's role at Winston & Companies is Associate Financial Advisor.
Shane Stevenson's email address is ***@winstonp.com. To view Shane Stevenson's full email address, please signup to ConnectPlex.
Shane Stevenson works in the Financial Services industry.
Shane Stevenson's colleagues at Winston & Companies are Winston Stevenson and others.
Shane Stevenson's phone number is (602) 456-1928
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