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Steven Van Metre



Steven Van Metre, is a financial planner, Certified Estate Planner and president of Steven Van Metre Financial. He designed the “Retirement Planning Coach” process to help clients understand, prepare and become active participants in creating their own retirement plan. By using timing of withdrawals of Social Security, pensions and retirement savings the “Retirement Planning Coach” process may add increased annual withdrawals or add years to how long the retirement nest egg will last. Steven works with clients either face to face or via internet on a one on one basis.

Areas of Expertise

  • Estate Planning
  • Holistic Financial Planning
  • Insurance Planning
  • Investment Advice
  • Social Security Optimization

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Fee Structure ?

  • Fee-only planning

Advisor Licensing ?

Financial Industry Regulatory Authority Securities and Exchange Commission

Not currently registered

registered Registered

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