Loyd Stegent
CFP®, CPA/PFS
We are SEC-registered investment advisors dedicated to focusing clients on the important decisions necessary to manage their wealth. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals and shape their legacy for generations to come.
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With over 90% of our clients coming from client referrals, we have created a culture of trust and confidence.
"Planning is bringing the future into the present so that you can do something about it now." - Alan Lakein
Products & Services
Financial Planning
The financial planning process at Stegent Equity Advisors, Inc. begins with an in-depth evaluation of your current financial situation. Once we’ve est...Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer....Our Team
Blog
Don't Be Late, Apply To College Now
By Chuck Bates, CCFC on Oct 13, 2021
The Common App became available on August 1st for students attending college in the fall of 2022. Try to have all applications submitted by November 1st.
Do Not Leave Money On The Table, Common FAFSA Mistakes To Avoid
By Chuck Bates, CCFC on Sep 22, 2021
According to a recent study* by the higher education team at NerdWallet, high school graduates in the U.S. left more than $2.9 billion in free federal grant money unused over the last academic year. All because they did not complete the FAFSA.
NUA Choice: A Tax Strategy to Consider If You Own Company Stock
By Firm Staff on Sep 16, 2021
Do you own any of your employer’s company stock inside your employer’s 401(k), ESOP, profit sharing plan, or other retirement plan? Has it gone up in value since you got it? If so, you should start thinking about what to do with the stock when you retire or leave your employer. Your decision can have big tax consequences.
