General Info

Welcome to Charles Stephen & Company. Since 1983, Charles Stephen has developed a series of blueprints to coordinate financial strategies for a select group of families, successful business owners and corporate retirement plans. Our services include: Planning for retirement, retirement income, Business Exit & Succession, Asset Allocation & Management, Risk Management Using our exclusive Blueprint Programs, we create a unique financial process for each client. This process focuses on the major events in our client's financial life and, with equal emphasis, on the transitional points between these events. The result is a seamless approach that supports the client's personal and business goals even as they change. Read more about the Strategic Blueprint Formula for retirees and professionals. Read more about Blueprints for Tomorrow for Business Owners. Read more about the Retirement Optimization Blueprint for Corporate Retirement Plans. As independent registered investment advisers and wealth managers, Charles Stephen is an advocate for the client. Our sole motivation is to provide them with the best service and advice available. Securities offered through NFP Securities,Inc. (NFPSI), Member FINRA/SIPC. Investement Advisory Services may be offered through NFPSI or Charles Stephen & Co., Inc. (CS&CI). CS&CI is not affiliated with NFPSI. Not all products and services referenced are available in every state or through every representative.