The Stevens Advisor is an electronic newsletter emailed every two weeks with articles on financial topics and company news of interest to our clients and other readers.

If you would like to be included in our regular distribution list, please email us at We invite you to contact us at 952-843-4200 or  to learn more.

 The Stevens Advisor on Retirement Plans

The Stevens Advisor on 529 Plans

The Stevens Advisor on Legal Document for 18 Year-Olds

Our Customer Relationship Summary


If you are a Stevens Foster Tax client, you will have received an income tax organizer in the mail.  If you prefer, you can complete the questionnaire portion at the link below.  When it is complete, please upload it to Client View or email it to your Client Account Manager by the March 1st due date.

2023 Questionnaire (

2024 Tax Guide