Stevens Foster Financial Svc

Add to Favorites

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

Be the first to review!

CLOSED NOW

Today: 8:00 am - 5:00 pm

(612) 843-4200Call Visit WebsiteVisit Website Map & DirectionsDirections8000 Norman Center DrMinneapolis, MN 55437 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Stevens Foster Financial Svc

Tax Planning
Many effective tax saving strategies are directly linked to your financial goals, so strategic planning is just as appropriate for managing your tax liabilities as it is for managing your investments. The best way to make certain you are taking full advantage of tax reduction opportunities is to work with a professional who thoroughly understands tax law and your individual tax situation. We understand the complexities associated with the financial needs and tax requirements for individuals with high net worth. Tax planning and preparation through Stevens Foster can make financial management in a time of rapidly changing tax legislation more productive.

View All Services

Provided by

Places Near Minneapolis with Financial Planning Consultants

Savage (9 miles)
Eden Prairie (9 miles)
Burnsville (11 miles)
Hopkins (12 miles)
Minnetonka (14 miles)
Chanhassen (14 miles)

More Info

Email

Extra Phones

TollFree: (877) 270-4200

Location

8000 Tower

Neighborhoods

Normandale Lake District, West Bloomington

AKA

Stevens Foster Financial Service

Stevens Foster Financial Advisors

Other Link

http://stevensfoster.com

Categories

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Bookkeeping, Financial Planners, Insurance, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (612) 843-4200

Address: 8000 Norman Center Dr, Minneapolis, MN 55437

Website: http://stevensfoster.com

People Also Viewed

View similar Financial Planning Consultants

Suggest an Edit

Stevens Foster Financial Svc

Tax Planning
Many effective tax saving strategies are directly linked to your financial goals, so strategic planning is just as appropriate for managing your tax liabilities as it is for managing your investments. The best way to make certain you are taking full advantage of tax reduction opportunities is to work with a professional who thoroughly understands tax law and your individual tax situation. We understand the complexities associated with the financial needs and tax requirements for individuals with high net worth. Tax planning and preparation through Stevens Foster can make financial management in a time of rapidly changing tax legislation more productive.
Charitable Giving
Estate Taxes
Tax Services
Allows you to take full advantage of your corporate benefits and compensation plans and integrate them with strategies for estate planning, investment planning, income-tax preparation and planning, risk management and long-term cash-flow/retirement planning.
Income Tax
Our process begins by discussing your personal goals and concerns, including your time horizon and risk tolerance. Our coordinated team of financial experts thoroughly evaluates your current situation by analyzing all your assets, comparing your income to expenses, projecting your income tax liabilities, and projecting retirement scenarios, including your company benefits and options. We make recommendations that assist you in developing a customized financial plan with long, intermediate, and short-term goals that are specific, measurable, and reasonable. And although an integrated, detailed plan may be most beneficial, we will adapt our service to your special needs.
Tax Return Preparation
Stevens, Foster Financial Services, Inc. is a Registered Investment Advisor that offers comprehensive financial planning services and recommendations without bias toward any financial product or retailer. We also provide tax and accounting services, including tax return preparation and coordination of tax-conscious financial planning and investment strategies.

Investment Management
Since 1988, Stevens Foster has provided integrated financial services to high-net-worth individuals who seek qualified, unbiased and objective assistance in creating, managing, transferring, and spending their wealth. Using a customized, coordinated approach to financial planning, we consolidate all aspects of our clients’ financial lives: strategic planning, income and estate tax planning, risk management, portfolio analysis, and investment management.
Mutual Funds
The development of your financial plan is only the first step towards achieving your financial goals. Stevens Foster also assists you in implementing and executing your financial plan over the years. Because of our established relationships with many major corporations, we have intimate knowledge of executive benefits and incentives. We help you find the best potential investment opportunities that fit with your portfolio, risk tolerance, and tax status. We offer asset management without bias toward any financial product or non-proprietary products, including full-service stock and bond trading, mutual funds, and fixed and variable annuities.
Wealth Management
We’re in the business of helping you grow your balance sheet, your net worth. Reliable balance sheet growth is the result of the methodical and disciplined application of expertise in a variety of financial areas. The key to our singularity lies in our integration of all the disciplines of wealth management under one roof. Wealth is accumulated not simply by making sound investments choices, planning for the future and structuring income to minimize taxes: wealth is accumulated by doing all three expertly and consistently.

Accounting Services
Cash Flow Analysis

Financial Planning
We know executive benefit plans. Deferred compensation, stock option exercise, ownership requirements, retirement and excess benefit plans: our expertise maximizes their advantage to you and integrates them within the elements of your overall financial planning.
Retirement Planning
Stevens Foster’s expertise in the area of executive benefits and incentives enables us to effectively integrate our clients’ corporate benefits with their personal financial plans and to assist our clients in maximizing the growth opportunities within their corporate benefits plans, particularly stock compensation, stock options, 401(k), pension plans, and deferred compensation plans.
Annuities
Long Term Care
Asset Management
Asset Protection

View All Services

Provided by