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.

09/08/2026

U.S. markets ended last week mixed as strong economic data, higher Treasury yields, and rising U.S.-Iran tensions influenced sentiment. The S&P 500 gained 0.13%, led by technology and energy, while rate-sensitive sectors lagged. Strong August payrolls boosted expectations for tighter Fed policy, lifting oil prices and pressuring gold.

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.
08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

08/18/2026

Last week, U.S. markets posted gains as encouraging inflation data helped ease concerns and lowered expectations about additional interest rate increases. At the same time, softer consumer spending data suggested a more moderate pace of economic growth. Learn more about the market forces driving recent performance in this week’s perspective.

Explore the latest long-term care statistics every family should know. Real data on costs, needs, and impact. Get your c...
08/13/2026

Explore the latest long-term care statistics every family should know. Real data on costs, needs, and impact. Get your copy here: https://bit.ly/3TZLvRu

08/10/2026

Last week, U.S. stocks moved higher, supported by easing concerns around interest rates, encouraging corporate earnings, and improving sentiment around global trade and energy supply. Economic data pointed to a moderating labor market, while lower oil prices helped ease inflation concerns. Read this week’s market perspective to learn more.

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your busines...
08/10/2026

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your business and your life. A periodic review can help ensure your plan reflects where life and business are today — not years ago.

Let’s review your options.

08/03/2026

Last week, U.S. equity markets posted modest gains despite ongoing volatility, while bond markets reflected uncertainty around inflation and interest rates. Economic data suggested growth may be slowing, with softer consumer sentiment and signs of moderating demand. Check out this week’s market perspective for additional market insights and analysis.

Address

6900 W I40 Suite 304 C
Amarillo, TX
79106

Telephone

+18065414768

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