Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Christian Stephens
Financial Advisor, Legacy Asset Strategies
Christian Stephens is a dedicated financial advisor, proud to call North Carolina his lifelong home. Growing up in Fairmont, NC, he learned the value of hard work on the family farm. This upbringing instilled in him a deep-rooted appreciation for diligence and perseverance.
He is a graduate of the University of North Carolina at Wilmington and began his career in the financial industry in 2002. He is a licensed Life, Annuity, Health, and Long-Term Care insurance agent. Furthermore, Christian holds a Series 7 General Securities license, along with a Series 66 license for investment advisory and/or financial planning services.
In his leisure time, he enjoys golf, hunting, fishing and especially spending family time with his wife, Amanda, and their daughters, Evelyn and Aubree.
For Christian, integrity reigns supreme. Guided by the principle of prioritizing clients’ interests above all else, he consistently strives to do what is right, ensuring their financial well-being is safeguarded at every turn. Johnathan Christian Stephens is licensed to discuss with and/or offer financial services and/or products to residents of NC, SC, OH, FL, ID, and TX.
Carlin Ratz
Associate, Legacy Asset Strategies
Carlin is a proud North Carolina State University graduate and a Sanford, North Carolina native. Aside from her Bachelors degree in Business Administration she holds her North Carolina Life, Health, and Long-Term Care licenses.
Outside of assisting Christian with client service and managing the businesses online presence, she enjoys spending time reading on the porch, trying new coffee shops, and experiencing new adventures through travel.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
