Let us help you achieve your goals through careful development and implementation of strategies to help gain financial success. We offer "One Stop Shopping" for the clients' financial needs and legal team.

Areas of concentration include:

• Investment portfolio allocation with full service brokerage activities and  transactions in mutual funds, stocks and bonds.
• Income Tax Preparation and Tax Planning for individuals and small businesses    
• Retirement Planning
• Estate Planning
• Insurance Needs Analysis
• Divorce Financial Settlement Analysis and Planning
• The team conducts Financial Planning Seminars for our existing clients, private groups and to the public in general.
• Private consultations available by appointment.

Securities offered through Walnut Street Securities, Inc. ("WSS") Member: FINRA (http://www.finra.org), SIPC (http://www.sipc.org), a registered investment advisor. Stefans and Associates and WSS are unaffiliated entities. Neither WSS nor its representatives offer tax or legal advice, please consult your tax advisor or attorney for guidance. Each firm is independently responsible for the products and services it provides.