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Alan Stephenson is a Registered Representative offering Securities United Planners Financial Services, Member: FINRA, SIPC, and an Investment Advisor Representative offering Advisory Services through Legacy Wealth Concepts. United Planners is not affiliated with Legacy Wealth Concepts.

Alan Stephenson is registered to conduct securities business in AL, AR, FL, KS, LA, MS, MO, NC, OH, and TX. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may not be provided to individuals residing in any states other than LA.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Material discussed is meant to provide general education and it is not to be construed as specific advice.