Steve has been working with Fortune 500 clients for many years and is very familiar with your benefits. His goal is to help corporate employees successfully transition from their company into a happy retirement.
I have worked in the financial services industry for many years. Early on, that included 10 years helping clients with mortgages when rates were much higher than they are today. To do that required understanding the client’s situation, analyzing the available options and finding strategies to help pursue the client's goals. That background helps me put together a retirement plan for my clients so they can have a successful retirement.
Each day I spend some time spent reading about the market, potential tax law changes, economic news, anything relevant that will apply to the financial well-being of my clients. The balance of the day is spent speaking or meeting with clients, reviewing their accounts and putting their retirement plans into action. I also regularly host webinars to help prospective clients be aware of what they need to know as they approach retirement. In my down time, golf is my favorite sport. It’s an opportunity to spend time with friends.
I have always felt that client education is essential. The financial/investing world is complex and while some clients embrace it, many prefer having some assistance in navigating it. I feel it is my job to explain their options and how the pieces of the puzzle fit together, and to do that in a way that helps them understand and feel comfortable making decisions.
To see a client’s retirement plans come to fruition. I have clients who were scared to retire or didn’t think they could retire. But helping them make the transition and then watching them embrace and really enjoy their retirement, that makes me feel great.
Direct: (925) 332-8170
Office: (800) 900-5867