About Us
Timothy W. Stephens
Senior Agent
Welcome to Stephens Insurance and Retirement Services, the trusted financial partner you've been searching for. Our agency is proudly owned and operated by Timothy Stephens, a dedicated professional hailing from the picturesque town of Spring Green, Wisconsin.
Tim's journey in the financial services industry began close to home, as he followed in his father's esteemed footsteps. With over three decades of experience, Tim has been proudly serving the Southwest Wisconsin community since 1987. His commitment to his clients is unwavering, always putting their best interests first and treating them as if they were part of his own family.
As an independent business, Stephens Insurance and Retirement Services offers a unique advantage. We have the freedom to explore a wide array of flexible options from highly rated companies, ensuring we can tailor solutions to meet your specific financial needs while safeguarding your retirement assets from potential losses.
When you choose Stephens Insurance and Retirement Services, you gain access to an extensive range of financial products designed to secure your future. Tim specializes in multiple annuity products, offering both fixed and indexed options that provide guaranteed interest rates and comprehensive protection against market risks. Furthermore, our portfolio includes life insurance solutions for your family or business, as well as long-term care insurance and final expense policies.
If your primary goal is to protect your hard-earned money from financial setbacks, Tim is the seasoned expert you can rely on. Let him guide you on your path to achieving your retirement aspirations. At Stephens Insurance and Retirement Services, your financial security is our top priority.
Your financial security is our top priority
At Stephens Insurance & Retirement, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:
As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Stephens Insurance & Retirement, we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.