Jeff Stedman
Phone: (602) 367-3030
jbstedman@me.com
Jeff Stedman serves as a principal with Estate and Financial Consulting, with over 40 years of experience in the financial services industry. Jeff first opened his company in January of 2000 with a mission to provide premier estate planning services tailored to families to protect them from the perils of excess estate taxation and probate, while also acknowledging the complexity of family relationships and issues that they can create. After merging with his brother, Steve, Jeff has expanded his scope of work to include insurance solutions that offer the possibility of protection and growth in their clients’ retirement portfolios.
Originally from southern California, Jeff has resided in Arizona since he first moved to the state in 1976. He immediately fell in love with Arizona and was bound and determined to continue building his career in the Copper State. He gained experience as a director of operations and as the vice president of sales for a couple of local estate planning firms. He’s now proud to serve clients throughout Arizona as well as all over the country.
“Many of the issues I help clients overcome are extremely stressful,” Jeff says. “They deal with the assets they’ve built over the course of what is oftentimes decades, and it’s my job to help them protect those assets through efficient estate and wealth transfer plans. I also focus heavily on asset protection, business formation, and tax planning, all with the hope of giving my clients the best opportunity to make the most of their money.”
Jeff also believes that the approach at Estate and Financial Consulting gives them an edge when it comes to personal relationships. “We’re a boutique firm, so we look at each situation with both our hearts and our minds. We’re focused on building those client relationships with both empathy and efficiency,” he says. “Our communication skills are also key. In my experience, I believe the best way to help my clients is by giving them a succinct set of documents that provides clarity, direction, and ease of resolution in their time of need.”
In his free time, Jeff enjoys golfing, paragliding, and working within his community. He sponsors the Arizona Agents Association and works with multiple charities to educate their members and beneficiaries about the importance of estate planning.
