How We are Different
Our planning centers around addressing five essential questions to create personalized recommendations.
1. How confident are you that you will be able to live the way you want in retirement?
2. What steps have you taken to position your assets in a tax-efficient manner?
3. Are you taking too much risk with your investments for the return you need?
4. How are you prepared for the certainty of uncertainty that will occur during your retirement: stock and bond market downturn, decreasing portfolio value due to taxation, inflation, loss of a spouse or an extended care need?
5. Can your wealth have a greater purpose?
Schedule an Appointment
To schedule a complimentary connect appointment with Steve, please click the link below:
You will be contacted within two business days to confirm your appointment once submitted. Meetings are available in person at our Land O Lakes office, over Zoom, or phone.