Stephen Strong and Associates - Personal Financial Coaching and Advising

02/20/2023

What's Your " #1 Retirement Mistake"?
Take this NO COST QUIZ to identify which of the four (4) areas of retirement are potentially your biggest “Retirement Gap” right now – and get a no-cost, customized report with your results and suggested next steps.

https://stephen.terrawealth.com/retirement-quiz

11/01/2022

CLIENTS | Did you know TerraWealth advisors provide net worth determination, estate plan creation, insurance planning, trust planning, tax management, and more? We really do it all. And we do it well! Whole-portfolio solutions, created with the highest level of care. Learn more at terrawealth.com.

10/17/2022

CLIENTS | What is your biggest financial goal? Maybe it’s eliminating debt, saving for a big purchase, or working toward retirement. Whatever your goals are, my team and I can help. Start the conversation today by selecting send message.

10/14/2022

CLIENTS | Often, people shy away from dealing with the state of their finances because it is a world they don’t understand. With my team at TerraWealth and I, money management doesn’t have to be scary! I am committed to helping you understand your entire financial picture and how to meet your goals. Let’s talk!

09/24/2022

05/20/2022

4 Steps to Building a Spending Plan. You know having a spending plan will help you but it can also cause some anxiety and stress. Check out this short video for easy to follow steps to build your spending plan/budget. There is a spending plan work sheet for you in the comments.

If you have questions please message me.

Your Future!

05/16/2022

During a recession there is often fear and uncertainty. We have been through many recessions before and know how work through them. Learn more about how to prepare and win during a recession. Click the link below.

Where does the U.S. economy stand & what should we watch for in the coming months? Get monthly insights to help you stay in front of the U.S. business cycle.

04/12/2022

Part 2 of our client education series. In this segment we cover estate planning, what are separately managed accounts and how they benefit you, and Franklin Templeton explains some of their strategies as well expectations for the market this year.

This is "Week 2 Investment Client Series Managed Accts with Steve Doherty of Franklin Templeton Mar 21 2022" by Diane Diehl on Vimeo, the home for high…

04/06/2022

Following popular trends can be fun but often times lead to poor results when it comes to investing. Last years winners are often times the next years loser. Want to talk more about investing and how to use the market to create wealth? Contact me today!

03/31/2022

Client Investment Series Week 1. Brad Stoehr with Horizon Investments educates on investment strategies using Risk Assist. https://vimeo.com/688370929/253b479b4c

Contact us today if you would like to discuss investments and strategies for you

Managed Accounts, Horizon Investments, Risk Assist, Brad Stoehr

03/14/2022

The markets have been volatile and it has created some unease. Over the next three weeks my business partners will be discussing investing in this volatile market. These three online events are free. We want to give you the knowledge to become financially free and stable. Register at the link below.

Horizon Investments tonight 3/14 at 7pm

Franklin Templeton Next Monday 3/21 at 7pm

Lincoln Financial - 3/28 at 7pm

Join us for the following 3 Monday nights as we dive deeper into how some of our partner companies and different types of investments are handling the market changes! All 3 webinars will be open for Q&A at the end! Guest speakers will be as follows: March 14th - Horizon Investments w/ Brad Stoehr Ma...

03/09/2022

ESG investing takes picking great companies to the next level. Not only does a company need to have good financial standing but their environmental impact, social impact and how they are governed is also evaluated. This is a great way to invest in companies that align with your values. Contact us today for ESG investing