My mission is to help my customers live their dreams with more financial confidence by protecting them, their businesses and property against risks, and by managing their investments and assets.
I’m Juanita Stephens, a Financial Planner in the Austin, Texas area. I have been a financial professional since 2004. My career began at IBM as a Programmer and Software Development Manager for 18 years. I successfully made the transition from corporate to entrepreneur in 1995 when my husband and I opened a bookstore, and later converted that business to an e-commerce gifts and collectibles store. In 2004 I became an Agent/Owner with Farmers Insurance and Financial Services, proudly serving all of Texas.
I consider myself an educator. Through my practice, we offer free financial literacy classes. A native Austinite, I served as a Founder and School Board Vice President for Meridian Charter School in Round Rock, TX for six years. I served as Board Chair for the Capital City African American Chamber of Commerce in Austin, TX. I am active in my church choir and Prayer Shawl Ministry.
I have been quoted in newspaper and magazine articles, including Austin Business Journal and Ujima Magazine. I conduct monthly “Wisdom, Women & Wealth” educational seminars and have been guest speaker at conferences such as the Executive Women in Texas Government. I also host a “Wisdom & Wealth” seminar catered to individuals of all ages. I was featured on the ABC/Yahoo Remake America series.
I am married to Paul Stephens. We have two wonderful children and two beautiful grandchildren. We spend our time fishing and gardening. I am an avid crochet buff.
I try to treat my clients the same way I would like to be treated. I strive to build long-term relationships where we get to know each other, make informed financial decisions that help you build your wealth, and plan for your future. Below are just some of the items that my customers are concerned about. We address those concerns and put a robust plan in place to tackle whatever comes your way.
- Striving for a secure financial future
- Supporting their families
- Caring for aging parents
- Determining the best strategy for income in retirement
- Planning their legacy
My goal is to help reduce you reduce your stress around these financial matters and move comfortably into the next phase of your life. I help clients clarify, coordinate, and manage multiple lifestyle goals by providing the following comprehensive services tailored to their unique situation:
- Comprehensive financial plans
- Strategies for managing retirement income & expenses
- IRAs, 401K’s and rollovers from retirement plans
- Strategies for navigating Social Security and Medicare
- Legacy and business succession plans
- Tax mitigation
- Wealth Transfer
- Charitable Giving
- Strategies for managing financial risk, including life insurance, long term care and annuities.
I also believe informed clients make better financial decisions. My clients benefit from seminars, newsletters, conference calls and consultations about the markets, financial issues that can impact their plans, and understanding different financial strategies.
I welcome the opportunity to meet with you to learn about your unique situation and explore whether I can be of benefit to you. Please feel free to contact me at 512-598-9080 or Juanita@JStephensWealthManagement.com