Stephenson Investment Group

Stephenson Investment Group Helping You Live a Tax-Free Retirement

Our Turtle Cove Hot Sauce giveaway winner, Michael Stone stopped by the office to claim his basket! ๐ŸŒถ๏ธ๐Ÿ”ฅThank you to ever...
05/21/2026

Our Turtle Cove Hot Sauce giveaway winner, Michael Stone stopped by the office to claim his basket! ๐ŸŒถ๏ธ๐Ÿ”ฅ
Thank you to everyone who participated and continues to support Stephenson Investment Group. We truly appreciate the trust our clients place in us every day.
Special thanks to Cody Hanchey and Turtle Cove for the awesome local flavor! ๐Ÿ’™

We love an opportunity to give back and celebrate another successful season. Congratulations again to our giveaway winne...
04/27/2026

We love an opportunity to give back and celebrate another successful season. Congratulations again to our giveaway winner Dennis J Mouton we hope you enjoy your prize basket from Crave

Weโ€™re grateful for the trust our community places in us each year for tax preparation, retirement planning, Medicare guidance, and more. We truly appreciate your continued support of Stephenson Investment Group. ๐Ÿ–ค

Talk with someone local who understands your community, doctors, and the options available in your area. Medicare can fe...
04/27/2026

Talk with someone local who understands your community, doctors, and the options available in your area. Medicare can feel confusing, but getting guidance from a local licensed agent can make the process easier and more personal.

Whether youโ€™re turning 65, reviewing your current coverage, or helping a loved one, weโ€™re here to answer your questions and help you understand your choices.

๐Ÿ“ž Call or message today to schedule your complimentary consultation.

Not affiliated with or endorsed by the U.S. Government or the federal Medicare program. By contacting us, you will be connected with a licensed insurance agent. No obligation to enroll. We do not offer every plan available in your area. Currently we represent multiple organizations offering multiple products. Please contact Medicare.gov, 1-800-MEDICARE, or SHIP for information on all options.

04/20/2026

๐ŸŽ‰ Congratulations to Michael Stone, winner of our Turtle Cove Hot Sauce gift basket giveaway! ๐ŸŒถ๏ธ๐ŸŽ‰

Thank you again to everyone who participated and to all of our wonderful clients who continue to trust us with your financial needs. Your support means so much to us, and weโ€™re grateful for the opportunity to serve you.

Be sure to check out Cody Hanchey โ€˜s amazing hot sauce, Turtle Cove! ๐Ÿ”ฅ

We appreciate each of you and look forward to continuing to help you reach your goals for years to come! ๐Ÿ’™

04/20/2026

๐ŸŽ‰ Congratulations to Dennis J Mouton, winner of our Crave gift basket giveaway! ๐ŸŽ‰

A big thank you to all of our amazing clients and supporters who liked, followed, and shared our page. We truly appreciate your support!

It was a great tax season, and weโ€™re grateful for the opportunity to serve so many wonderful people. We look forward to continuing to help you in many other ways throughout the year.

If youโ€™re within 5โ€“10 years of retirement (or already retired), now is the time to make sure your plan truly works for y...
02/24/2026

If youโ€™re within 5โ€“10 years of retirement (or already retired), now is the time to make sure your plan truly works for you.

Weโ€™re offering a complimentary retirement review to help evaluate income planning, investment risk, Medicare coordination, and tax efficiency.

Serving families throughout Louisiana and Texas.

Message us to book or call 337-304-7761.

Clarity brings confidence.

02/04/2026
01/16/2026

๐ŸŽ‰ TAX SEASON GIVEAWAY + SPECIAL PRICING! ๐ŸŽ‰

Tax season is here, and Stephenson Investment Group is making it easier (and more rewarding) than ever!

๐Ÿ’ฒ Tax Preparation Specials
โœ”๏ธ $99 โ€“ Complete State & Federal Tax Prep (ages 50+)
โœ”๏ธ $149 โ€“ Complete State & Federal Tax Prep (under 50)

๐ŸŽ GIVEAWAY ALERT!
Weโ€™re giving away a gift basket from Crave โ€” and entering is easy!

๐Ÿ‘‰ To enter:
๐Ÿ‘ LIKE our page
โžก๏ธ FOLLOW us
๐Ÿ” SHARE this post

๐Ÿ“ž Call today to schedule your tax appointment:
(337) 304-7761

Let us take the stress out of tax season while you enjoy the chance to win something sweet! โœจ

Helping You Live a Tax-Free Retirement

๐Ÿฆƒ Happy Thanksgiving from Stephenson Investment Group!
11/27/2025

๐Ÿฆƒ Happy Thanksgiving from Stephenson Investment Group!

Itโ€™s that time of year! ๐ŸŽ‰ Medicare Annual Enrollment (Election) Period (AEP) runs Oct 15th โ€“ Dec 7th.Kortney is licensed...
10/02/2025

Itโ€™s that time of year! ๐ŸŽ‰ Medicare Annual Enrollment (Election) Period (AEP) runs Oct 15th โ€“ Dec 7th.

Kortney is licensed in Louisiana & Texas and here to help you review your Medicare Insurance options for 2026โ€”including Part C (Medicare Advantage), Part D, and Supplement plans (MediGap).

โœ… Complimentary coverage review
โœ… No obligation

Available to anyone eligible for Medicare!

Donโ€™t waitโ€”your new coverage begins January 1st!

๐Ÿ“ž Call (337) 304-7761 to schedule your personalized review.

Address

1407 W. Prien Lake Road
Lake Charles, LA
70601

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