Stephen Jeung

Stephen has partnered with 70 of the top financial institutions in the industry to provide alpha for his clients. These partnerships allow him to offer a wide range of high-quality financial products and strategies, ensuring that his clients have access to the best possible solutions for their unique needs and goals.

 

Prior to establishing Jeung Agency, Stephen gained valuable experience as a financial advisor at firms like Merrill Lynch, where he refined his skills in retirement planning, investment management, and risk mitigation. His comprehensive approach allows him to create tailored financial strategies that address the unique needs of each client, from retirement savings and estate planning to building generational wealth.

 

Estate planning is a key component of Stephen’s services. He works closely with clients to ensure that their assets are protected, their wishes are honored, and their legacy is preserved for future generations. Whether it’s drafting wills, establishing trusts, or creating tax-efficient wealth transfer strategies, Stephen’s estate planning expertise helps families protect their financial future.

 

A cornerstone of Stephen’s practice is retirement planning. He works with individuals and couples to develop strategies that ensure they can retire comfortably, with enough income to support their lifestyle and goals. Whether it’s managing investments, navigating pension plans, or setting up fixed index annuities, Stephen helps clients create a personalized roadmap to achieve their retirement dreams.

 

In addition to his work with individuals, Stephen specializes in assisting businesses with retirement planning solutions, including 401(k) and 403(b) plans. He helps companies design and manage retirement benefits that not only support their employees’ financial futures but also align with the business’s financial goals. By offering customized 401(k) and 403(b) solutions, Stephen ensures that businesses provide competitive, compliant retirement benefits while optimizing plan performance.

 

Recognizing the complexity of financial markets and the importance of long-term security, Stephen works closely with clients to develop personalized solutions that cover all aspects of their financial well-being, including life insurance, estate planning, wealth management, and asset protection. His deep understanding of retirement, estate, and wealth management strategies ensures that clients are equipped to make informed decisions about their futures, mitigating risks while maximizing growth potential.

 

Stephen is a licensed professional committed to staying at the forefront of industry trends and developments. His involvement in several professional organizations ensures that he is well-versed in the latest financial strategies, which he incorporates into his practice to provide top-tier service to his clients.

 

At Jeung Agency, Stephen’s mission is to help individuals, families, and businesses not only protect their financial futures but thrive in them. Whether it’s retirement planning, crafting investment strategies, offering business retirement solutions, estate planning, or finding the right life insurance policy, Stephen’s goal is to empower his clients with the knowledge and tools they need for lasting financial success.