> Steven Van Metre

Steven Van Metre

 

Description

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
 
 
 

States Served ?

Serves
 
 
 

Fee Structure ?

  • Fee-only planning
 
 
 

Advisor Licensing ?

Financial Industry Regulatory Authority Securities and Exchange Commission

Not currently registered

registered Registered

FINRA BrokerCheck SEC Adviser Search
*If you would like to see detailed FINRA and SEC reports on Steven, you can access their Investment Advisor databases by clicking the buttons above.
 
 

Schedule a Free Consultation with Steven

   
First Name  
Last Name  
Age
Zip Code
Phone   
Total Savings  
Estimated Household Income  
Email
 
  
 
 
 
 

Questions Answered by Steven

Scroll down to see more Answers
loading...
older newer
 
 

TRUSTe