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Life Insurance is Not
For the People Who Are Gone,
But For the Ones You Leave Behind
 

Insure yourself for the ones you love!

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The biggest fear for seniors in retirement:  Running Out of Money.
The most frequently cited retirement fear is “
Outliving My Savings.”
Fifty two percent of all workers (young and old) say they fear outliving their savings and investments, and 42% are concerned they will not

be able to meet the basic financial needs of their household.

 

We focus on long-term strategies for our clients.  We show you how
to plan for tax-free income in retirement.  Let us show you how!

Our Services

Life Insurance

I wish we called it Income Replacement because we can’t replace the person who's gone, but we help you put a plan in place to replace their income that is specific to your life.  

Long Term Care

Many people have a gap in their long-term plan because they have not taken into account what happens in the case of a long-term illness.  We help you select a range of care options and benefits that allow you to get the services you need, where you need them.

Fixed Annuities

A complete financial plan should always include some form of “mailbox” money (or guaranteed income like a pension). Annuities are like building a personal pension. Studies show that retirees are happier and live longer when they are not worried about outliving their income.  

 

What Our Clients Say

D. Stillwell

Houston, TX

Juanita helped put a plan in place for our family, and when my husband passed, we were able to fully realize this plan. As a now single parent of 5, we will not have to worry about finances.

J. Pickens

Cedar Park, TX

"I was concerned that I would outlive my retirement funds, but the team at JStephens Wealth Management helped me put a plan in place that ensures I will never outlive my funds." 

L. Morrison

Austin, TX

"I was so glad that Juanita mentioned long-term care to me.  I bought a policy that I was later able to utilize when I became ill."

 
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1000 Gattis School Rd.
Round Rock, TX 78664

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Check the background of your financial professional on FINRA's BrokerCheck.The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities, insurance and investment advisory services offered through SagePoint Financial, member FINRA/SIPC. JStephens Wealth Management is a marketing name. This communication is strictly intended for individuals residing in the states of TX and LA. No offers may be made or accepted from any resident outside the specific state(s) referenced. 
 

IMPORTANT CONSUMER INFORMATION A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

© 2022 Juanita Stephens Life Insurance