Helen Barbre Stephens

CFP®, EA Fee-Only Financial Planning and Wealth Management

Financial Adviser at Aspen Wealth Management in Fort Worth, TX

About

As founder of Aspen Wealth Management, Helen is directly involved with every client of the firm, and the everyday business decisions affecting their accounts. Helen received her undergraduate degree in finance from the Cox School of Business at Southern Methodist University in Dallas, TX. Helen has been a CERTIFIED FINANCIAL PLANNER and trade professional since 1993. Helen has been married for 20 years to her husband, John. Together they have three children -- two daughters in high school and a son in middle school. Most of her free time is spent trying to be super-mom and school volunteer. Helen is a member of the Fort Worth Chamber, a Sustaining Advisor for the Junior League of Fort Worth, a board member of NICU Helping Hands and Trinity Habitat for Humanity, and enjoys volunteering for a variety of community organizations.

Address
4150 International Plaza Suite 600 in Fort Worth, TX 76109
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Erin
Good morning Erin.Thank you for your question. Once you leave your company, you forfeit any options that you did not vest in. however options that you are vested for a...
Q&A
Asked by Michael
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Michael, there are many passive options for real estate investments that will relieve you from the 3 terrible T's (Tenants, Termites and Toilets). If you have a taxa...
Q&A
Asked by Edna
Answered by Helen Barbre Stephens, Financial Adviser in Fort Worth, TX
Hi Edna, As when dealing with anything tax related, the answer is "that depends". A portion of SS benefits is taxed if income above a "base amount" (which is determi...
3

Specialties

  • Education Savings
  • Estate Planning
  • Retirement Planning
  • Other

Credentials

Associations

Financial Planning Association
NAPFA

Certifications

Certified Financial Planner
Enrolled Agent