Stevens Capital Partners

We're thrilled to welcome Jake Anderson to the Stevens Capital Partners team as a Private Wealth Manager! Jake holds a CFP® designation and Series 65, bringing extensive knowledge and expertise to our firm. Jake graduated from The University of Nebraska at Omaha with a major in Investment Science and Portfolio Management. He firmly believes that money is a tool that should align with personal values and is passionate about guiding clients toward their financial goals with confidence. Before joining Stevens Capital Partners, Jake was a key member of an advanced planning team, where he addressed complex financial challenges and developed bespoke solutions for clients across the nation. He shares our core values and dedication to in-depth financial analysis, making him a valuable addition to our team. Outside of work, Jake cherishes time with his wife, Morgan, and their two children, Harper and Wesley. His "four F's" are Faith, Family, Fitness, and Finances. When not at work, you'll find Jake actively serving at his church, enjoying family outings to the zoo, or trying unique dining spots. Please join us in extending a warm welcome to Jake as he embarks on this exciting journey with Stevens Capital Partners. We are confident Jake will make a positive impact on both our firm and our clients.. https://lnkd.in/gKf6fzmK #PortfolioManager #NewTeamMember #FinancialPlanning

𝗦𝗲𝗲𝗸 𝗘𝘅𝗽𝗲𝗿𝘁 𝗔𝗱𝘃𝗶𝗰𝗲 𝘁𝗵𝗶𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗪𝗲𝗲𝗸! Understanding your retirement options can be complex. Nearly 30% of Americans feel unsure about how their retirement plans work. Don't be part of that statistic! 𝗧𝗶𝗽: Consult with a financial advisor or retirement expert to develop a strategy that meets your unique needs and goals. Connect with us today for personalized advice and ensure you're on the right track. https://lnkd.in/g_6r3EPp #RetirementSavings #RetirementPlanning #NationalRetirementSecurityWeek

𝗜𝗻𝘃𝗲𝘀𝘁 𝗔𝗴𝗴𝗿𝗲𝘀𝘀𝗶𝘃𝗲𝗹𝘆 𝗶𝗻 𝗬𝗼𝘂𝗿 𝗬𝗼𝘂𝘁𝗵! You have time on your side. A more aggressive investment strategy can significantly grow your retirement funds. 𝗧𝗶𝗽: While you're young, opt for higher-risk, higher-reward investments. They offer greater potential returns and recovery time. Looking for investment advice? Our advisors are ready to guide you. https://lnkd.in/g_6r3EPp #RetirementSavings #RetirementPlanning #NationalRetirementSecurityWeek

𝗗𝗼𝗻'𝘁 𝗟𝗲𝗮𝘃𝗲 𝗙𝗿𝗲𝗲 𝗠𝗼𝗻𝗲𝘆 𝗼𝗻 𝘁𝗵𝗲 𝗧𝗮𝗯𝗹𝗲! If your employer offers a contribution match, make sure to meet it. It's a simple way to boost your retirement savings. 𝗧𝗶𝗽: Always contribute enough to get the full match—it's essentially free money! Need help understanding your benefits? We're here to help you make the most of your retirement plan. https://lnkd.in/g_6r3EPp #RetirementSavings #RetirementPlanning #NationalRetirementSecurityWeek

𝗕𝗼𝗼𝘀𝘁 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗦𝗮𝘃𝗶𝗻𝗴𝘀 𝗮𝘀 𝗬𝗼𝘂 𝗔𝗴𝗲! Take advantage of catch-up contributions if you're over 50. You can save an extra $6,000 per year tax-deferred! 𝗧𝗶𝗽: Incrementally increase your savings each year to maximize your retirement fund. Ready to boost your savings? Contact us for strategies tailored to your financial stage. https://lnkd.in/g_6r3EPp #RetirementSavings #RetirementPlanning #NationalRetirementSecurityWeek

Excited to share what our team is up to!

𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗪𝗮𝘆 𝘁𝗼 𝗮 𝗦𝗲𝗰𝘂𝗿𝗲 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁! Consistency is key in saving for retirement. Automating contributions ensures you're steadily building your nest egg. 𝗧𝗶𝗽: Set up automatic deductions from your paycheck to maintain a disciplined saving routine. Need assistance? Our team is here to help you set up your automated savings plan. https://lnkd.in/g_6r3EPp #RetirementSavings #RetirementPlanning #NationalRetirementSecurityWeek

𝗞𝗶𝗰𝗸 𝗢𝗳𝗳 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗪𝗲𝗲𝗸: 𝗦𝘁𝗮𝗿𝘁 𝗦𝗮𝘃𝗶𝗻𝗴 𝗧𝗼𝗱𝗮𝘆! Did you know that many Americans don't begin saving for retirement until their 30s or 40s? It's never too early to start! The earlier you begin, the more time your money has to grow. 𝗧𝗶𝗽: Set up a savings plan today. Even small contributions can make a big difference over time. Need help getting started? Reach out to our advisors for guidance and secure start planning your financial future! https://lnkd.in/g_6r3EPp #RetirementPlanning #RetirementSavings #Retirement

𝗜𝘁'𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗪𝗲𝗲𝗸! Starting today, we'll be sharing a series of posts to guide you through the essentials of retirement planning. Whether you're just starting out or looking to refine your strategy, this week is all about providing you with the knowledge and tools you need for a secure financial future. Why It's Important: Established by the Senate in 2006, this week underscores the vital role of planning in ensuring a comfortable retirement. With concerns about insufficient savings and limited retirement plan access, it's crucial to stay informed and proactive. What's Coming Up: We'll dive into different aspects of retirement planning—from setting goals and investment strategies to risk management and maximizing income. Stay tuned for tips and insights to help you on your journey. Follow Along: Make sure to follow our series for valuable advice and engage with us throughout the week as we explore what it takes to pursue your retirement dreams! https://lnkd.in/g_6r3EPp #NationalRetirementSecurityWeek #RetirementPlanning #Retirement

Open enrollment is a golden opportunity for employees to review and adjust their benefits package. Whether it's tweaking your health insurance, optimizing your retirement plan contributions, or adding new benefits, this is your chance to tailor your plans to better suit your needs. 𝗛𝗲𝗿𝗲'𝘀 𝘄𝗵𝘆 𝘆𝗼𝘂 𝘀𝗵𝗼𝘂𝗹𝗱 𝘁𝗮𝗸𝗲 𝗮𝗰𝘁𝗶𝗼𝗻: 🔹 Health Insurance Adjustments: Ensure your coverage meets your needs and explore options that could save you money or enhance your benefits. 🔹 Retirement Plan Contributions: Review your 401(k) or IRA contributions to maximize employer matches and tax advantages. 🔹 Explore Additional Benefits: Consider options like flexible spending accounts, disability insurance, or wellness programs that might be available. 𝗪𝗵𝘆 𝗥𝗲𝘃𝗶𝗲𝘄 𝗬𝗼𝘂𝗿 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝗡𝗼𝘄? 🔹 Align your benefits with current life circumstances. 🔹 Focus on maximizing your financial security and peace of mind. 🔹 Take advantage of new offerings that could benefit you and your family. Connect with our financial advisors to get personalized advice tailored to your unique situation and your specific employer’s benefits. We're here to help you make informed decisions and make the most of your benefits. https://lnkd.in/gC6xAmKG #OpenEnrollment #EmployeeBenefits #FinancialPlanning