Evans Wealth Planning Financial Advisor CFP®: 401k Rollover, Estate Planning & Investments Springfield Missouri MO

 

Located in Springfield, Missouri in The Hammons Tower  Evans Wealth Planning strives to provide an exceptional client experience. We use a comprehensive and holistic investment approach for your wealth that integrates your long term goals with financial solutions using a planning based consultative approach.  Our goal is to understand our Clients first and foremost.  We will spend as much time as necessary to understand you before any investment decisions are made.  

 

Stephen D. Evans, CFP® is lifelong resident of Springfield, Missouri and has over 8 years of experience in the financial services industry.   Stephen earned his Bachelor of Science degree from the University of Missouri in Personal Financial Planning. In striving to continue to be the best provider in his industry Stephen has become a CERTIFIED FINANCIAL PLANNER™  and believes always working on his education is a critical part of this business.

 

Our mission is to gain a deep understanding of our client’s dreams and risk tolerance as well as to assist our clients in providing a plan to reach those dreams while creating long lasting relationships. 

 
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

More Newsletters →