Charles Stephen and Company

Specialties

Welcome to Charles Stephen & Company. Since 1983, Charles Stephen has developed a series of blueprints to coordinate financial strategies for a select group of families, successful business owners and corporate retirement plans.

Our services include: Planning for retirement, retirement income, Business Exit & Succession, Asset Allocation & Management, Risk Management

Using our exclusive Blueprint Programs, we create a unique financial process for each client. This process focuses on the major events in our client’s financial life and, with equal emphasis, on the transitional points between these events. The result is a seamless approach that supports the client’s personal and business goals even as they change.

Read more about the Strategic Blueprint Formula for retirees and professionals.

Read more about Blueprints for Tomorrow for Business Owners.

Read more about the Retirement Optimization Blueprint for Corporate Retirement Plans.

As independent registered investment advisers and wealth managers, Charles Stephen is an advocate for the client. Our sole motivation is to provide them with the best service and advice available.

Securities offered through NFP Securities, Inc. (NFPSI), Member FINRA/​SIPC. Investement Advisory Services may be offered through NFPSI or Charles Stephen & Co., Inc. (CS&CI). CS&CI is not affiliated with NFPSI.

Not all products and services referenced are available in every state or through every representative.

History

Established in 1983.

Since 1983, Charles Stephen has been providing financial and advisory services to successful businesses, affluent families and individuals. As our client, we help you navigate the complexities of planning for the future so you can focus on the things that matter to you. Each financial plan we create is unique, because no two clients are the same.

Our philosophy is simple. In order to build your financial plan, we must get to know you on a first-​name basis. We work together to understand how you want to live your life, and then we create a plan to help you get there.

Meet the Business Owner

Steve C.

Business Owner

When Steve co-​founded Charles Stephen in 1983, he did it with one goal in mind: Help clients manage their finances so they have the freedom to live their lives the way they want. More than 30 years later, Charles Stephen successfully coordinates the finances of a select group of families and business owners throughout the Southwest.

Steve has more than 35 years experience in financial and income planning, retirement planning, investment strategies, risk management and business succession planning. He created the company’s Signature Financial Services, a process to utilize and develop strategies to help clients achieve financial independence.

After his business partner’s sudden death in 2004, Steve authored When A Partner Dies, a guide to help other business owners with succession and exit planning. In 2005, he started speaking about transition planning for business owners based on his own experience. Steve’s expertise has been featured in The New York Times and The Wall Street Journa