Stevens Foster’s expertise in the area of executive benefits and incentives enables us to effectively integrate our clients’ corporate benefits with their personal financial plans and to assist our clients in maximizing the growth opportunities within their corporate benefits plans, particularly stock compensation, stock options, 401(k), pension plans, and deferred compensation plans.

Our group of financial planners, financial analysts, investment managers, insurance professionals, accountants, tax preparers and outside legal and banking associates, engage in a coordinated effort not only to design our clients’ financial plans, but to implement and execute them.

Stevens, Foster Financial Services, Inc. is a Registered Investment Advisor that offers comprehensive financial planning services and recommendations without bias toward any financial product or retailer.  We also provide tax and accounting services, including tax return preparation and coordination of tax-conscious financial planning and investment strategies.