My approach to financial planning revolves fundamentally around educating my clients to ensure their ability to make well planned choices and decisions. I believe that growing wealth must be accompanied by a defensive plan, preparing for the most tax efficient use of wealth at retirement. When appropriate, I am privileged to work alongside your other advisors to enhance planning strategies.
Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Consistently Outperforms the Market Indicies that anyone can follow.
To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to TheTradersPlan.com On the Podcast Steven brings together trading systems experts, Professional Traders, and financial authorities to share with you how they help their clients make profitable trades and you can too.