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.

 

Longevity 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.

 

Charitable Giving

A Donor-Advised Fund is a simple way to pass on your values and assets to the next generation. Regal Charitable can help you fulfill your philanthropic goals and create your legacy through our Donor-Advised Fund Program.

 

Retirement and Income 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. Longer life spans have created several new issues that need to be taken into consideration when planning for retirement.

 

401(k) Self-Directed Brokerage

At Steven Michael Financial Group, we may have the unique ability to professionally manage your 401(k) while you’re still at your employer.

Contact us today for a no-obligation Financial Review

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