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What Is Your Financial Freedom?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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What We DoWe Believe in Your Right
to Retirement on Your Terms.

What Makes Us Different

We are dedicated to supporting your financial goals with personalized financial services that are based on a “protection first” planning approach. The focus of this approach is on getting to know you, your financial goals and your objectives for retirement.

Once we know your vision for the future, we can help you understand your risk tolerance and time horizons to help you become more financially confident, and to help us create a holistic wealth management strategy that fits your financial goals and retirement dreams.

<sup>How We Help</sup><span>Gain control and find the balance you need to succeed!</span>

How We HelpGain control and find the balance you need to succeed!

At Steven Michael Financial Group we believe that your retirement strategy should be as individual as you are.  Through our multi-step process, we will discover your goals so we can help you build the retirement of your dreams.  We want you to be well-informed about your options and have created this process to guide you along the way.


Investment
Planning

As an initial step, we at Steven Michael Financial Group evaluate each client’s current holdings to determine how appropriately they meet the desired objectives.

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Financial Tax
Planning

Understanding tax strategies can potentially help you better manage your overall tax situation.

*Steven Michael Financial Group does not provide tax advice, one should always consult with their tax professional regarding their specific situation.

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Retirement
Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. 

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Insurance
Planning

When planning for longevity, we typically focus on the potential need for assisted living and long-term care because of the potential critical or catastrophic illness, and the appropriate survivorship income should one spouse predecease the other.

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Estate
Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

<sup>Who We Are</sup>We Are Dedicated to Helping You Navigate the Complex World of Finance

Who We AreWe Are Dedicated to Helping You Navigate the Complex World of Finance

We are dedicated to supporting your financial goals with personalized financial services that are based on a “protection first” planning approach. The focus of this approach is on getting to know you, your financial goals and your objectives for retirement.

Once we know your vision for the future, we can help you understand your risk tolerance and time horizons to help you become more financially confident, and to help us create a wealth management strategy that fits your financial goals and retirement dreams.

Resources
Using Financial Educations as a Tool for Success

What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

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The Half Million Dollar Baby

The Half Million Dollar Baby

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Are you ready to get started?

Contact us today for a no-obligation financial review.

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