Brad Stepp, Financial Planner, Capital Strategies, Beyond Wealth

Brad Stepp, Financial Planner, Capital Strategies, Beyond Wealth Supervisory address: 317 Grace Lane, Suite 250, Austin, TX 78746 (512) 346-6020.

I provide total financial needs analysis through a network of experienced professionals with expertise in: • Advisory services • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services I provide an analysis of your current financial situation and help you: • Identify financial goals and concerns • Illustrate

what is being done to reach your goals and deal with concerns • Identify gaps, if present, and offer solutions to fill them. I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance business and/or securities business. I am licensed to sell insurance in: Texas, Oklahoma, Arizona, Kansas, North Carolina and Ohio. I am licensed to sell securities in: Texas, Oklahoma, New Mexico, Idaho, Colorado, Arkansas and Arizona. Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services.

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s...
06/11/2026

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s talk.

https://bit.ly/4vGnigD

06/09/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

06/01/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

05/27/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your...
05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/4f8TaWi

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

05/19/2026

Markets were mixed last week. An early AI-driven rally faded into a Friday selloff as rising yields and oil prices renewed inflation concerns. The S&P 500 edged higher on solid earnings and economic data, but sentiment weakened late in the week, highlighting a fragile balance between growth optimism and inflation risks. For more insights, check out this week's market perspective.

05/11/2026

Last week, U.S. equities continued to reach new highs, supported by a resilient labor market. Treasury yields declined modestly amid mixed data, reinforcing expectations of a patient Fed. Economic signals were mixed, with strong job growth offset by weaker consumer sentiment tied to inflation and geopolitical concerns. Read this week’s market perspective to learn more.

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income durin...
05/11/2026

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income during illness or injury is critical to keeping your business running and your finances on track.

Let’s explore ways to help protect you.

Address

6900 W I40 Suite 304 C
Amarillo, TX
79106

Telephone

+18065414768

Website

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