Charles Stephen & Company

Your success is our top priority. At Charles Stephen, we take your financial future personally. That’s why we’re on a first-name basis with our clients.

[Charles Stephen & Company @frstnamefinance]

Securities offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. Investment advisory services offered through The Ameriflex Group. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

[Charles Stephen & Company @frstnamefinance]

Don't miss the latest episode of our podcast...the advisor's roundtable where we discuss economic and financial issues in 2021 and what may be ahead of us next year. https://t.co/AKojaUgNqA

[Charles Stephen & Company @frstnamefinance]

Just when many of us are about finished raising our kids, we have to turn our attention to caring for our aging parents. In the latest episode of "The Plan," our founder Steve Ciepiela, discusses the ways we can make this complex and emotionally challenging transition easier.

[Charles Stephen & Company @frstnamefinance]

Something we don't like to think about as our kids go back to school, but in these times, a wise consideration. https://t.co/0mCTRzJaIV

[Charles Stephen & Company @frstnamefinance]

Employers have a window of opportunity before next year to update their retirement plan designs and take advantage of a potential pandemic recovery. Learn about the Cycle 3 restatement deadline and what it means for your retirement plan.
https://t.co/PgHfg3k9iJ

[Charles Stephen & Company @frstnamefinance]

What are SEPs, MEPs and PEPs? Which one is right for your company’s retirement plan? Check out this article to learn more.
#SEP #MEP #PEP #401k #QualifiedPlans
https://t.co/iweOMPfZmt

[Charles Stephen & Company @frstnamefinance]

Finances these days can feel really scary. Join us live at 4pm today to hear Charles Stephen's take on the market's current state of affairs. https://t.co/WfhEtfpdOk

[Charles Stephen & Company @frstnamefinance]

Lately, employees feel they have less control of their financial health. How can plan sponsors help? Offer financial coaching, education and holistic #employeebenefits. https://t.co/xB8PSmD2iI

[Charles Stephen & Company @frstnamefinance]

Join us today at 4pm for a livestream to watch members of the Charles Stephen team discuss the effects of the global pandemic on today's market and how to prepare for the future. https://t.co/tBQwNZVYZR

[Charles Stephen & Company @frstnamefinance]

Post-CARES Act clean-up. What plan sponsors need to know about subtle retirement plan changes, updates and things that stayed the same.
#401kCompliance #CARESAct #Employers
https://t.co/oBvFGEdjWA

[Charles Stephen & Company @frstnamefinance]

During this time of uncertainty, we are here to help guide you. Join us today at 4pm for the Financial Fifteen, as members of the Charles Stephen Advisory team share their thoughts in real-time about the current state of the market. https://t.co/X4z95nJhhR

[Charles Stephen & Company @frstnamefinance]

During this time of uncertainty, we are here to help guide you. Join us today at 4pm for the Financial Fifteen, as members of the Charles Stephen Advisory team share their thoughts in real-time about the current state of the market. https://t.co/7olORBDmQF

[Charles Stephen & Company @frstnamefinance]

Finances these days can feel really scary. Join us live at 4pm today to hear Charles Stephen's take on the market's current state of affairs. https://t.co/w0DVn3uo9v

[Charles Stephen & Company @frstnamefinance]

7 out of 10 worry that #SocialSecurity will run out in their lifetime and 25% think they won’t get a dime of the benefits they’ve earned. Check out this quick guide to help employees understand how the program is funded, and 3 actionable steps to take. https://t.co/Nrxiab8DzH

[Charles Stephen & Company @frstnamefinance]

Join us at 4pm today for the Financial Fifteen as Charles Stephen advisors share their thoughts on the current state of the market. #firstnamesinfinance https://t.co/9ZpceYnWn4

[Charles Stephen & Company @frstnamefinance]

Tips for implementing an effective and inclusive program that will speak to - and benefit - everyone.
https://t.co/dIIDxJig2f

[Charles Stephen & Company @frstnamefinance]

Join us at 4pm today for the Financial Fifteen as Charles Stephen advisors share their thoughts on the current state of the market. #firstnamesinfinance
https://t.co/KANxuXKEe3

[Charles Stephen & Company @frstnamefinance]

On be half of everyone at Charles Stephen, we wish all of you a safe and happy 4th of July weekend!

[Charles Stephen & Company @frstnamefinance]

Social security and retirement income are big question marks for pre-retirees. #Socialsecurity https://t.co/ldjGL5P1hR

[Charles Stephen & Company @frstnamefinance]

Finances these days can feel really scary. Join us live at 4pm today to hear Charles Stephen's take on the market's current state of affairs. #firstnamesinfinance https://t.co/mELr8FXdne

[Charles Stephen & Company @frstnamefinance]

During this time of uncertainty, we are here to help guide you. Join us today at 4pm for the Financial Fifteen, as members of the Charles Stephen Advisory team share their thoughts in real-time about the current state of the market. #firstnamesinfinance https://t.co/svV6FPxX78