The Stevens Advisor is an electronic newsletter emailed every two weeks with articles on financial topics and company news of interest to our clients and other readers.

If you would like to be included in our regular distribution list, please email us at

We invite you to contact us at 952-843-4200 or  to learn more.

The Stevens Advisor on Retirement Plans

The Stevens Advisor on Deferred Compensation

The Stevens Advisor on 529 Plans

The Stevens Advisor on Legal Document for 18 Year-Olds

2018 Tax Questionnaire  -  A form requiring answers to miscellaneous tax questions regarding your 2018 tax return is included with the Tax Organizer packet you receive via U.S. mail.

If you would prefer to fill in the form online, you can find it here:


When complete, please print the form and return it to us with the rest of your Tax Organizer.

2018 Tax Guide