Preparing Your Runway for a Smooth Landing into Retirement – Part 1
Planning for a successful retirement is like any other type of financial planning, in that it is an ongoing process, and it takes time. Depending on where you are in the planning stages, is key in determining how much time you want to allow yourself. Aside from that, there are several important areas that you want to address in your planning journey. Everyone’s planning picture is different, in having different needs, parameters, expenditures, investment assets, family dynamics, retirement lifestyle preferences,…
Steven E. Zeller
Steven Zeller is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary®, Certified Exit Planner, practicing Wealth Advisor, and serves clients nationwide. He has over 24 years of experience within his profession. READ MORE
What Steve Writes About
I write about the latest thoughts and topics that impact high net worth families, individuals, and business owners. The building and sustainability of family wealth and a business is an exciting journey, and I have a passion to help them along the way to grow and thrive.
The latest book that Steve is reading. He reads, all he can, material that is relevant to the high net worth family and business owners, so that he may pass it onto his readers.