The financial management 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. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make.

Click the link below to view a sample financial projection and portfolio makeover published in a past issue of the American Association of Individual Investors Journal: Portfolio Makeover

Some of the services we offer:

  1. College funding

  2. Tax management

  3. Investment planning

  4. Retirement planning

  5. Estate conservation

  6. Debt elimination

  7. Risk management

  8. Cash management

  9. Charitable giving

An Investor should always do research on potential Advisors. Click here for a list of questions an Investor should have answered about potential Advisors.