Since 1992, Sean Stevens, CLU, ChFC, has been helping create comprehensive financial strategies for those at or near retirement. Sean holds multiple degrees from Iowa Wesleyan University and two designations that signify his advanced financial planning expertise. Thanks to his over three decades of trusted service in the greater Des Moines area, he has also garnered recognition as an award-winning financial advisor.
Over Sean's tenure, he has honed the skill of preparing for the surprises and uncertainties that the future may hold, crafting retirement strategies that are solid and resilient. With a personal commitment to aligning the ideal strategy with each individual's unique circumstances, he ensures that hard-earned assets remain secure, paving the way for an ideal retirement. Sean thoroughly understands potential tax implications and actively seeks opportunities to reduce or even eliminate those costs.
During his leisure time, Sean enjoys pickleball, bicycling, and traveling with Dory, his wife. He also has three children, Abby, Amanda, and Max. He also enjoys volunteering in his community specifically doing work with animal rescue and children’s charities.
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