On Our Daily Show, Curtis Stevens, founder of Stevens Planning in Alton, discusses how his experiences as a towboater, EMT and hospital worker shaped his approach to financial planning and serving clients. He describes working with individuals and couples approaching or in retirement on investment risk, taxes, estate organization and financial plans tailored to their needs.
Stevens also explains Community Thursdays, a pro bono day intended to help people who feel overwhelmed by their finances. The conversation focuses on helping clients understand their options and plan for uncertainty; it does not promise a particular financial outcome.
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