Stephenson Douglas P Certified Public Accountant

At Stephenson Accounting, we believe that a team approach is the most effective method to help our clients navigate through the complex financial-services world. Our team of professionals has years of experience in financial services, and we are dedicated to providing personalized service that focuses on your needs, wants, and long-term goals.

Our Primary Purpose

Our primary purpose is to provide our clients with a wide variety of financial services that cater to their specific needs. We understand that no one strategy fits everyone, which is why every client gets our undivided attention. Our team works closely together to ensure that our clients receive the best possible advice and service.

Who We Are

Our team is led by Douglas P. Stephenson, CPA, CFP, who serves as our President and CEO. Douglas has extensive experience in financial services and is dedicated to helping his clients achieve their financial goals. He is supported by a team of experienced professionals, including Melinda Barron, EA, who serves as a Financial Services Representative Assistant, and Jane Cason, who is our Office Manager.

Mission Statement

Our mission statement is to provide our clients with personalized financial advice that adapts to their needs. We believe in building long-term relationships with our clients and helping them achieve their financial goals. We strive to provide the highest level of service and to always put our clients' needs first.

Services

We offer a wide range of financial services, including:

• Retirement Planning: We can help you plan for your retirement and ensure that you have the financial resources you need to live comfortably.
• Estate Planning: We can assist you with planning for the distribution of your assets after your death.
• Investment Planning: We can help you make informed investment decisions and create a portfolio that meets your financial goals.
• Insurance Planning: We can help you find the right insurance products to protect your family and your assets.
• Tax Planning: We can help you minimize your tax liability and ensure that you are in compliance with all tax laws.

Useful Links

We have provided several useful links to resources that can help you better understand various financial topics. These links include information on retirement planning, estate planning, investment planning, insurance planning, and tax planning.

Resource Center

Our resource center is filled with articles, videos, and calculators that can help you make informed financial decisions. We regularly update our resource center with the latest information on financial topics that are relevant to our clients.

Weekly Market Update

We also provide a weekly market update that summarizes the latest trends and developments in the financial markets. This update can help you stay informed about the performance of your investments and make informed decisions about your financial portfolio.