Curtis Stephens, founder of Stephens Planning in Alton, discusses why he started an independent financial planning firm focused on serving families without corporate sales quotas. He explains how a first appointment works, how clients help set priorities, and why financial plans should reflect each person’s circumstances.
The conversation also covers Medicare plan reviews during open enrollment. Stephens encourages beneficiaries to read notices about coverage changes and points to Illinois’ free Senior Health Insurance Program, Medicare.gov’s Plan Finder and 1-800-MEDICARE as resources. He notes that he is not a licensed Medicare professional and does not sell Medicare plans.
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