Financial Planning &
Wealth Management
Building and managing wealth is the key to maximizing opportunities and living the life you deserve. Our goal is to help you start building the life of your dreams right now, without the shame or condescending tone. Because you deserve to have it all, and with our help, you will.
OUR FINANICAL PLANNING & WEALTH MANAGEMENT SERVICES
No matter what life brings you,
we make sure you’re financially prepared.
Wealth
Management
Take command of your full financial life. We help you align your money with your values, goals, and lifestyle—so every decision moves you closer to the life you want.
Portfolio
Investment
From first-timers to seasoned investors, we design personalized, strategic portfolios that support growth, stability, and long-term wealth.
Retirement
Planning
Design the next chapter of your financial life with purpose. Our tailored retirement strategies give you the confidence and freedom to retire on your own terms.
Insurance
Solutions
Protect what matters most. From life and health to disability and long-term care, we help you choose the right coverage that supports your income, family, and future.
Asset
Protection
You’ve worked hard for what you have. We make sure your assets are shielded from risks, unforeseen events, and the what-ifs, so you can move forward with peace of mind.
Legacy
Planning
Define how your financial life lives on. We help you create a meaningful legacy through thoughtful strategies that reflect your values and support the people and causes you care about.
Living life is about so much more than just “getting through it.” It’s about, well, living… and living well.
Financial Freedom: #Goals
Experiencing. Dreaming and doing. Pursuing goals beyond what you thought possible: that is true freedom. A life well-lived means controlling the things you can…while being prepared for anything that you can’t.
Let’s Be Real:
Life Doesn’t Always Play Fair
A layoff, a loss, a divorce, caring for a loved one, or even an unexpected windfall—life has a way of throwing curveballs.
We want to make sure that you are ready for everything, while also making room for the simple pleasures of life. We recognize that our dreams should be priorities, too! AdviseHer supports women through their dream lives, because your dreams deserve to be a reality.
Glass Ceiling
67%
of people aged 85+ are women, meaning they need more retirement money
30%
less is saved by women for retirement compared to men
60%
of women aren't confident they will be able to retire comfortably
You deserve to live the life you want to lead – no questions asked.
Building wealth to pursue financial independence means gaining the freedom to change your life. Whether that means buying your dream car, planning a fabulous trip, or simply investing in your future, we’ve got the “hows” you need right here.
“
I have been working with Stefans Group for many years for accounting , investment, estate planning, and elder law needs.
Donna Stefans is particularly gifted in all of these areas, and has a broad knowledge base that gave me utmost confidence in her suggestions and advice. At the same time, she was able to explain complex issues in layman’s terms when needed. It’s reassuring to know that because of her expertise , acumen, and experience my future and family needs will be taken care of. I have recommended several friends to Donna and they have been equally impressed and thankful!
”
Lin Storaekre - AdviseHer Client
This testimonial and/or endorsement was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck to see more on the background of this professional.
Design the Life You Deserve
Your financial goals are within reach. Whether you’re growing wealth or planning for the future, we’ll help you build a solid path forward.
Financial Resources
Let’s discover how we can make your dream life a reality.
