Stephen is an independent financial advisor who believes the true art of financial guidance is not so much in the accumulation of assets but is in the preservation and distribution of those assets. Steve has been providing highly individualized financial guidance to clients across the nation for over 30 years. He is a popular speaker and lecturer and has formed several strategic alliances with accountants, attorneys, and other professionals to bring a multi-disciplined approach to the planning process.
“I am well into my 4th decade of helping individuals from all walks of life prepare for and travel through this thing we call retirement. During that time, the strategies, assumptions, products, technologies, and tools of my trade have changed dramatically. The ideas my clients have regarding retirement have changed dramatically as well. The only thing that has not changed in the last 35+ years is that almost everything continues to change.
Change is a constant. Sometimes it’s good, other times it’s not, but it is relentless. The better prepared you are to adapt to change, the more secure and serene your retirement can be.
Your Money. Your Retirement. Safe. Secure. Guaranteed.”
LEARN MORE ABOUT STEPHEN AND HIS NO-NONSENSE APPROACH TO RETIREMENT PLANNING:
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