Broker Check

Services

How do you envision your retirement? What do you want to accomplish in life? Will you be able to leave a lasting legacy to your loved ones? I understand the many financial questions, concerns, and dreams you have. My goal is to help you create meaning and purpose with your wealth by providing comprehensive and customized financial strategies.

As an experienced CERTIFIED FINANCIAL PLANNER™ practitioner and CPA, I am uniquely qualified to handle your many financial and tax strategies, including wealth accumulation, wealth distribution, retirement planning, estate planning, tax planning, and risk management. I strive to address all elements of your financial picture and coordinate your assets.

My services include:

Investment Management*

Your investments are more than a pie chart. To help ensure that your investments align with your personal goals and aspirations and that you are on track to meet those expectations, I incorporate financial planning as a regular component of my process. I also proactively manage your portfolio with an eye on your taxes and income needs and make adjustments as required.

Financial Planning*

The focus of financial planning is to determine how to grow, protect, and distribute your wealth. I can help you establish realistic financial goals, determine your assets and liabilities, evaluate your current financial position, and implement a plan focused on your long-term goals. Your comprehensive financial plan may include:

  • Retirement Planning
  • Estate Planning
  • Education Planning
  • Cash Flow Analysis & Debt Management

Insurance

A strong protection program is critical to ensure your financial plan isn't sidetracked by unexpected life events. I can help you evaluate your insurance needs and determine the appropriate options for your circumstances, including life, long-term care, and disability insurance.

Tax Planning and Preparation

I work with clients year-round in order to minimize their total tax burden. In addition to tax preparation services, I can help you identify possible solutions that integrate into your financial strategies. As a CPA, I understand the current tax code and keep abreast of changes. With in-depth knowledge of the relationship between financial investments and the possible tax consequences, I can structure your strategies in a tax-efficient manner.

Small Business Pension Plans

Pensions are one retirement plan option for small business owners to mitigate taxes and help their employees save for retirement. I can help you implement a pension plan that aligns with your business’ needs and structure, as well as make investment recommendations.

*These services are offered by Steven Aberblatt through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.