LEGACY WEALTH CONCEPTS | WEST MONROE
Financial Planning in West Monroe, LA
Your goals deserve a thoughtful plan.
Connect with Alan H. Stephenson at Legacy Wealth Concepts to discuss your retirement, investment, and long-term financial planning goals. Start with a conversation about where you are today and what matters most for the future.
216 Bell Lane, Suite B • West Monroe, LA 71291
Meet Alan H. Stephenson
Investment Advisor Representative — Legacy Wealth Concepts
Registered Representative — United Planners Financial Services
Financial decisions begin with understanding your goals. Connect with Alan at the West Monroe office to discuss your priorities, ask questions, and explore planning considerations for the years ahead.
Alan Stephenson is a Registered Representative offering Securities through United Planners Financial Services, Member: FINRA, SIPC, and an Investment Advisor Representative offering Advisory Services through Legacy Wealth Concepts. United Planners is not affiliated with Legacy Wealth Concepts or Carl Benedict.
Check the background of this financial professional on FINRA's BrokerCheck
What would you like to plan for?
Use your goals as the starting point for a conversation about the financial decisions ahead.
Retirement Planning
Discuss retirement goals, income needs, and how your financial resources may fit together over time.
Investment Planning
Explore investment considerations in the context of your goals, time horizon, and comfort with risk.
Legacy Planning
Discuss how beneficiary decisions and long-term financial priorities fit into the legacy you hope to leave.
Insurance & Risk Management
Discuss insurance-related needs and financial risks that may affect your plans. Insurance-related services are available only to Louisiana residents.
Connect with Our West Monroe Office
Have a question about your financial goals or would like to discuss working together? Contact Alan to request a conversation.
Legacy Wealth Concepts
Alan H. Stephenson
216 Bell Lane, Suite B
West Monroe, LA 71291
Please do not submit Social Security numbers, account numbers, passwords, or trade instructions through this form.
Important Disclosures
Alan Stephenson is a Registered Representative offering Securities through United Planners Financial Services, Member: FINRA, SIPC, and an Investment Advisor Representative offering Advisory Services through Legacy Wealth Concepts. United Planners is not affiliated with Legacy Wealth Concepts or Carl Benedict.
Alan Stephenson is registered to conduct securities business in AL, AR, CO, FL, KS, LA, MS, MO, NC, OH, OR, TN and TX. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may not be provided to individuals residing in any states other than LA.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
Check the background of this financial professional on FINRA's BrokerCheck