Your accounts are monitored using a unique data system designed exclusively for Stevens Foster. You are contacted whenever a factor presents itself that could impact your goals. Whether the economic environment is favorable or not, you can rest assured your assets are being monitored according to your needs. Should a situation arise that could impact your plan, your personal account manager will call the appropriate professionals together for an evaluation and notify you if adjustments in your accounts are necessary.
We believe it is important to review your progress at least once a year or more often if life-altering events occur in either your personal or professional life. Your Stevens Foster team will review your plan so that it stays current with tax legislation, employment benefits, purchasing power, and your changing needs. And as you near and/or enter retirement, Stevens Foster helps you make decisions concerning investment allocations, distribution of company benefits, and estate and inheritance planning.
We at Stevens Foster understand financial planning to be a continuous process. That is why we believe in establishing long-term relationship with our clients. The Stevens Foster team provides all the professional services you need to manage your resources for a lifetime.