Retirement Resource Management

Steve is a CERTIFIED FINANCIAL PLANNER TM that focuses on three areas of retirement. Income, Taxes, and Long-Term Care. He helps people pay fewer taxes and get more income from existing assets. He believes that in retirement you need a plan, not a portfolio. Steve is a regular contributor to WHHI-TV news where each week he provides a Retirement Resource Minute during the newscast. He has been quoted in several national, regional, and local publications. He provides a free initial consultation to determine if both he and his client are good fits for each other. His website has lots of free resources like total tax calculators and free books. He also records videos on many retirement topics to help people make and educated decision.