Our philosophy is that there is no one else just like you
As Investment Advisor Representatives, we serve as Fiduciaries. It is our obligation to put our client’s needs first and foremost in the decision making process. The relationship we have with our clients is deeply personal and confidential. We believe that is key to developing a plan that meets our client’s specific needs. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help our clients better prepare for the future. After decades of experience in the financial services industry, our advisors have developed a reputation of honesty, integrity, and competency.
Meet Our Team
Alan Stephenson
Investment Advisor Representative and Owner
with Legacy Wealth Concepts
Call: 318-324-8410
Email: ahstephenson@unitedplanners.com
Carl Benedict
Investment Advisor Representative
with Legacy Wealth Concepts*
Call: 225-766-9506
*Carl Benedict is not affilliated with
United Planners Financial Services.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.