Tax Planning
Tax planning is one of the most important and valuable services we provide our clients.
How you pay for college can be as important as what you pay for college. Do not make these common mistakes.
We are SEC-registered investment advisors dedicated to focusing clients on the important decisions necessary to manage their wealth. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals and shape their legacy for generations to come.
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With over 90% of our clients coming from client referrals, we have created a culture of trust and confidence.
"Planning is bringing the future into the present so that you can do something about it now." - Alan Lakein
Our Services
Asset Management
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.
Financial Planning
The financial planning process at Stegent Equity Advisors, Inc. begins with an in-depth evaluation of your current financial situation. Once we’ve established your overall objectives, we’ll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage.
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Blog
Have You Mapped Out How You Will Pay For College?
By Chuck Bates, CCFC on Nov 5, 2021
Don't Be Late, Apply To College Now
By Chuck Bates, CCFC on Oct 13, 2021
The Common App became available on August 1st for students attending college in the fall of 2022. Try to have all applications submitted by November 1st.
Do Not Leave Money On The Table, Common FAFSA Mistakes To Avoid
By Chuck Bates, CCFC on Sep 22, 2021
According to a recent study* by the higher education team at NerdWallet, high school graduates in the U.S. left more than $2.9 billion in free federal grant money unused over the last academic year. All because they did not complete the FAFSA.
