Jack O. Stephens II, CRFA, CSA
Certified Retirement Financial Advisor TM, Certified Senior Advisor TM

FINANCIAL SERVICES & PERSONAL COACHING


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Welcome

 

 
Welcome to my website. My name is Jack Stephens, Certified Retirement Financial Adviser, Certified Senior Advisor and Personal Strategy Coach.  

I am a graduate of the University of Arkansas and have graduate work in Finance at Southwest Texas State.

My experience as a corporate executive, private business owner, military service, husband and father, give me a wide range of experience. My strategies and proposals are practical, positive and developed from years of hands-on experience. 

 

Successful people in the world have discovered the benefit of having a coach to guide them through or around obstacles they can’t see.  A coach gives you a competitive advantage, or to use slang term an edge, as you make your choices and develop your strategy. 

Successful people have a passion for life and I help you identify your passion, set financial and personal goals and show you how to develop good habits. 

It’s an empty feeling to climb to the top and realize you have no passion and that your ladder has been leaning against the wrong wall.  We make sure your ladder is on the right wall and make the climb to success meaningful.   

To discuss the possibility of working together just call 210-590-6878 or email me at jack@invvest.com  to arrange a free get acquainted session. Just think an email or a phone call can change your life. 

 Jack O. Stephens II

 

  5852 Royal Ridge Drive,  San Antonio, TX  78239   (210) 590-6878  Fax: (210) 590-6879

Copyright © 2007 Jack O. Stephens II

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Stephens Financial Group and Veritrust® Financial L.L.C. are unaffiliated entities.

Stephens Financial Group is not affiliated with any companies listed on this website.