Stephenson Investment Group

10/23/2026

📢 MEDICARE CHANGES ARE COMING FOR 2027!

Your Medicare coverage shouldn't be something you set and forget. Plans, premiums, prescription coverage, and benefits can change from year to year!

Whether you're new to Medicare or have been enrolled for years, understanding your options matters!

❤️ EDUCATION FIRST. NO PRESSURE. NO OBLIGATION.

My goal isn't simply to help you enroll in a plan. It's to make sure you understand your coverage, know your options, and feel confident in your decisions.

As a local, licensed Medicare specialist serving Louisiana and Texas, I'm here to answer your questions, review your current coverage, and help you navigate Medicare without the confusion or sales pressure.

And the best part? My Medicare education, annual reviews, and enrollment assistance are completely FREE!

📍 Have someone LOCAL in your corner!

📩 Message me or call (337) 304-7761 to schedule your complimentary Medicare review.

Because understanding your Medicare coverage is just as important as having it.

10/22/2026

We’re at the Women’s Conference today!

Kortney is representing Stephenson Investment Group, sharing information about Medicare and all the services we offer!

From Medicare and retirement planning to investments, tax preparation, and estate planning, we’re here to help you plan confidently for your future!

💙 Stop by our booth, say hello to Kortney, grab a little something to relax, and enter our door prize giveaway!

We’d love to see you! ❤️🤍💙

08/24/2026

People’s Choice of SWLA 2026! 🏆

We are incredibly excited to share that Stephenson Investment Group has been voted a Top Winner in the American Press People’s Choice of SWLA!

This recognition is even more special because this month marks 5 years of Stephenson Investment Group! Five years of building relationships, serving our clients, and growing right here in Southwest Louisiana.

From the beginning, tax preparation and tax-efficient strategies have been at the heart of James’s approach to financial planning. His ability to bring tax strategy together with investments, retirement, and long-term financial goals has become a cornerstone of Stephenson Investment Group and a unique part of how we serve our clients. As the firm has grown and expanded its services, including adding Medicare guidance, that commitment to looking at the client’s complete financial picture has remained at the center of what we do.

We are incredibly grateful to every client, friend, family member, and member of our community who voted for us, trusted us, and continues to support our business. Being recognized by the community we serve makes this one especially meaningful.

From all of us at Stephenson Investment Group — THANK YOU, SWLA! 💛💙

Here’s to 5 years and many more to come!

08/11/2026

Wishing a very Happy Birthday to the man behind Stephenson Investment Group! We’re grateful for your leadership, dedication to our clients, and everything you do for our team and community.

Help us wish James a very Happy Birthday! 🥳🎂

07/04/2026

For 250 years, this nation has been a way-maker, a beacon of hope, and a testament to what can be achieved through faith, freedom, hard work, and courage.

May we stand united in the belief that our best days are still ahead.

God Bless America, and Happy Independence Day. 🇺🇸❤️🤍💙

07/03/2026

🎉 We made the Top 5! 🎉

Stephenson Investment Group is a finalist for Best Accounting Firm in the People's Choice of SWLA 2026!

If we've helped you, we'd be honored to have your vote. 💙

⭐ Vote once per day through July 31!

https://americanpress.com/contests/peoples-choice-of-swla/ #//

Our Philosophy As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss recommendations. Together, we implement your customized strategy and monitor your financial progress. From there, we will meet with you to asses...

07/02/2026

🎉 We’re Honored to Be a Top 5 Finalist! 🎉

Stephenson Financial Group has been nominated as a Top 5 Finalist for Best Accounting Firm in the 2026 People’s Choice of SWLA!

We are incredibly grateful to our clients, friends, family, and community for your trust and support. Every day, we have the privilege of helping individuals and families with tax preparation, tax planning, retirement planning, investment management, Medicare guidance, and financial strategies.

If we have made a positive impact on your life or your family’s future, we would be honored to have your vote.

https://americanpress.com/contests/peoples-choice-of-swla/ #//

Thank you for supporting local businesses and for allowing us to serve Southwest Louisiana!

Our Philosophy As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss recommendations. Together, we implement your customized strategy and monitor your financial progress. From there, we will meet with you to asses...

05/21/2026

Our Turtle Cove Hot Sauce giveaway winner, Michael Stone stopped by the office to claim his basket! 🌶️🔥
Thank you to everyone who participated and continues to support Stephenson Investment Group. We truly appreciate the trust our clients place in us every day.
Special thanks to Cody Hanchey and Turtle Cove for the awesome local flavor! 💙

04/27/2026

We love an opportunity to give back and celebrate another successful season. Congratulations again to our giveaway winner Dennis J Mouton we hope you enjoy your prize basket from Crave

We’re grateful for the trust our community places in us each year for tax preparation, retirement planning, Medicare guidance, and more. We truly appreciate your continued support of Stephenson Investment Group. 🖤

04/27/2026

Talk with someone local who understands your community, doctors, and the options available in your area. Medicare can feel confusing, but getting guidance from a local licensed agent can make the process easier and more personal.

Whether you’re turning 65, reviewing your current coverage, or helping a loved one, we’re here to answer your questions and help you understand your choices.

📞 Call or message today to schedule your complimentary consultation.

Not affiliated with or endorsed by the U.S. Government or the federal Medicare program. By contacting us, you will be connected with a licensed insurance agent. No obligation to enroll. We do not offer every plan available in your area. Currently we represent multiple organizations offering multiple products. Please contact Medicare.gov, 1-800-MEDICARE, or SHIP for information on all options.