Finacial Planning

WP Stevenson & Companies

financial information
Financial Planning Independent Financial Planning

What our clients say!
Most of these testimonials are from people that were complete strangers prior to responding to one of our ads and reluctantly agreed to meet with me.


We responded a couple of years ago to Winston's newspaper ad. It lead to a very pleasant and profitable relationship for each of us.

We were fortunate in that we had inherited a good batch of very, very safe securities, and could see no script where they would do any more than sit still, waiting to be passed to our heirs. Reinvestment of those funds purchased us security beyond the amount invested.

Each $100.00 had been earning about $4.00 annually, most of it taxable. The reinvested funds now earn over $12.25, but only about $1.50 of it is taxable.

That $12.25 is buying $225. of life insurance, which will provide heirs with over twice the inheritance of the original. Not only that, the life insurance has a provision that will allow up to 60% of the $225 ($135.00) to be available for health care should the need arise.

We have no qualms in recommending that you give him a chance to see what he can do with your "surplus" funds.

Victor and Judith C.
Sun City, AZ


I am a recent retiree, and like most of us the challenge is to live our remaining years in comfort. I had a basic financial plan in place, but decided to explore other possibilities to see if I could improve my situation.

Six seminars, and three dinner meetings later I truly hadn’t found a better plan than I already had!

One more phone call responding to an advertisement, and Winston Stevenson came into my life. His aggression, imagination, and effort produced a retirement program beyond any expectations I had.

Talk to Winston, it will be worth your time!

Eugene V.
Scottsdale, AZ


We were fortunate to have the expertise of Winston Stevenson when we reviewed our Key Employees insurance. Mr. Stevenson was able to replace our more expensive programs with insurance of greater value at less cost to the company. We appreciate the time and efforts that he expended to improve our insurance benefits.

Jenny W.
Vice President
Abrams Airborne Mfg.,Inc.


I am a senior citizen and in 1997 I was in need of a financial advisor. From the first time I met with Winston I have always felt very comfortable doing business with him. On my first visit with him he asked me what my goals were. From that information he prepared a written summary to make sure it was clear to both of us what I was looking for with my investments.

Winston never tried to “sell” me on any one company. After doing research he would present me with several options that he thought would best meet my needs. We would discuss each option before making a final decision. He always kept his appointments and if for any reason he was going to be late, he would always call ahead of time to let me know.

Winston is a knowledgeable young man and I believe God sent him to me when I needed help.

Shirley Mac
Glendale, AZ


It has recently become very stressful for us to try to keep up with the Stock Market, and we decided to look into other investment instruments.

We contacted Winston Stevenson from an ad in the Arizona Republic. He came to the house, worked with the financial figures and other information we gave him and developed a plan for the future which will allow us to maintain our current lifestyle and will protect our heirs from unnecessary expense down the road.

We are very pleased with Mr. Stevenson. He knows his business…..

Donna and Jim C.
Sedona, AZ


 


619 - 632 - 3750
Toll Free
800-494-8185
480 - 634 - 5943
21001 N. Tatum Blvd. Suite 1630 #197
Phoenix, AZ 85050