REGISTERED INVESTMENT ADVISOR , CERTIFIED FINANCIAL EDUCATOR, CFEd®, CERTIFIED RETIREMENT COUNSELOR CRC®, CERTIFIED COLLEGE PLANNER AND CERTIFIED PAY-FOR-COLLEGE SPECIALIST, INDEPENDENT FIDUCIARY AND PLANNER.
Steven is an experienced retirement planner and founder of Senior and Family Financial (A-rated by the BBB) of Denver. Steven is a registered member of the National Ethics Association. As an independent fiduciary advisor and planner he works for the best interest of his clients and is free to search for the best strategies and products for his clients.
Steven gives investment advice through WealthWatch Advisors, which a SEC registered independent advisory firm. They offer active money management through money manager portfolios at an affordable rate.
Steven is qualified in the following areas
Certified Financial Educator (CFEd)
Certified Retirement Counselor (CRC)
Investment Advisor Representative -series 65- CRD#5925817
Life, Health and Accident Insurance Licensed 420302
Long Term Care accredited
Steven studied finance at LSU, and graduated with a B.A. in Communications from Southeastern Louisiana University. Steve has also led multiple financial courses, Financial Peace University and Crown Financial Ministry for non profit organizations.
Steven teaches the Retire Me Right class that is endorsed by the Heartland Institute of Financial Education - a national non-profit.
Do you still want to be in the market but have assurances from catastrophic losses? A financial advisor can navigate you through the various investment options that fit your goals and needs while maximizing your chances for gains.
Will your retirement savings last? Are you protected from the next market crash? Learn a retirement strategy in which you can win the battles against inflation, market losses, and taxes while receiving a higher net income that you can never outlive.
FIDUCIARY & EDUCATOR
A true fiduciary is held to the highest standards to always give advice in the best interest of the client. A good fiduciary educates their clients on wealth preservation, tax-efficiency, retirement, investments, income planning, and long-term care.
I am here to help you develop the best strategy that can meet your goals