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Loyd J. Stegent
President
CFP®, CPA, PFS
Stegent Equity Advisors, Inc.24 Greenway Plz STE 1507, Houston, TX 77046
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives
Pre-Retiree
Major Milestones I Specialize In
Divorce Planning
Early Retirement or Financial Independence
Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
My belief is that the financial advice-giving industry should be about two things: people and their futures. My business objective is to create lifelong client relationships with people who are willing to trust me with their future peace of mind because I know that my financial success is directly related to my clients’ financial peace of mind. The most impactful financial planning starts with minimizing income taxes. With over 40 years of personal and small business tax experience, and over 30 years of financial and investment planning experience, you and your financial plans will be in experienced hands.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.