Shanea Stepney Financial
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Gain clarity on where you are financially—and what steps you can take next—without pressure
Who i am
I’m Shanea Stepney, a Licensed Financial Professional focused on helping individuals, families, and business owners protect, grow, and pass down their wealth with confidence.
My team and I serve clients across multiple states, territories, and countries providing guidance tailored to their unique goals and financial situations.
✔ We are aligned with top-rated financial institutions
✔ Trusted to support both financial planning and life milestones
✔ 30+ weddings officiated + financial guidance for couples
Why This Matters
Why This Matters
My journey into financial services is deeply personal.
After losing my parents at a young age, I experienced firsthand how quickly life can change—and how important it is to be prepared.
That experience shaped my mission: to help families protect what they’ve built, create financial stability, and ensure their loved ones are never left unprepared.
Today, my team and I committed to educating individuals and families so they can make confident, informed decisions about their future.
✔ No cost, no obligation
✔ Designed for clarity—not pressure
Here’s how we support individuals, families, and business owners:
Who we Help
✔ Homeowners
✔ Families building wealth
✔ Business owners
✔ Individuals preparing for retirement
What we can help with:
Tax-Advantaged Wealth Strategies
Asset Protection & Rollovers
Debt Elimination Strategies
Infinite Banking Concepts
Life Insurance with Living Benefits
Estate & Legacy Planning
Retirement Income Strategies
College Funding Plans
Mortgage Protection
Business Owner Solutions
Ready to Get Clarity?
Ready to Get Clarity?
If you’re ready to understand where you stand financially and explore what options may be available to you, you can schedule your session below. My team of professionals are ready to assist.
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