Speaker of the Week

Thursday June 7th, 7AM

Steven Troccoli

Steven Troccoli

Steven is a Financial Advisor with Ameriprise Financial:
“I help successful individuals and small business owners to shorten the time frame in reaching their financial independence by utilizing a comprehensive long term Financial Planning system based upon the four seasons of the year which focus’ on education & motivation. I then manage and protect their time, assets, standard of living, lifestyle and retirement income.”

Steven will be discussing “The Financial Planning Process”
-Develop a clear picture of your current financial situation by reviewing your income, assets and liabilities and evaluating your protection coverage, investment portfolio, tax exposure and estate plan.
-Establish and prioritize financial goals and times associated with the achievement of them.
-Implement strategies that address your current financial weaknesses and build on your financial strengths
-Choose specific products and services that are tailored to meet your financial objectives.
-Monitor you plan making adjustments as your goals, time frames and/or circumstances change.

Advertisements
%d bloggers like this: