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
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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
Do You Want to Write a Great Common App Essay? Get Started Now.
By Chuck Bates, CCFC on Jul 16, 2021
Choose a prompt and get started on your Common App essay.
Roth IRA versus Traditional IRA: Which Is Better for You?
By Firm Staff on Apr 8, 2021
Roth IRAs tend to get a lot of hype, and for good reason: Because you pay the taxes upfront, your eventual withdrawals (assuming you meet the age and holding-period requirements—more on these below) are completely tax-free. While we like “tax-free” as much as the next person, there are more times than you would imagine when a traditional IRA will put more money in your pocket than a Roth would.
7 Unique ways to Financially Prepare for Your Retirement
By Andy Masaki on Mar 8, 2021
Everyone wants to relax after hitting their golden years. For this reason, financial experts suggest that you should save for retirement starting the day you receive your first paycheck. But the fact is, many of us don’t realize the importance of having a decent nest egg saved up to enter into a comfortable retirement. According to a Forbes report, a quarter of the people in our country do not have any retirement savings.
