Stephen M. Kremer, Rfc Email & Phone Number

Need help with your financial plan?Schedule a phone call using this link: https://calendly.com/cfidemo_jade/15min Stephen M. Kremer, RFC is a registered financial consultant, speaker and financial advisor. He brings more than three decades of experience in the financial services industry to WealthMap Advisors. SummaryAs an independent financial planner and investment advisor, Stephen offers personalized financial advice tailored to each individual. He works with clients to address their goals beyond their finances, helps them make informed financial decisions to meet their goals, and provides continuous service as needs change.Stephen is the founder of WealthMap Advisors, a financial services firm that is committed to helping clients plan for retirement while investing, with the goal of minimizing risk. WealthMap Advisors specializes in helping professionals and families grow their wealth, retire securely and successfully transfer their wealth to the next generation. Stephen works with anyone interested in investing, from millennials to retirees, and serves clients in Michigan and most other states. (See below for full list of states where he is licensed.)Why Stephen Created WealthMap AdvisorsStephen has managed his own practice for over two decades, and as an extension of his experience in investment management, Stephen saw more and more clients with similar needs. He built a practice that specializes in working with: •small business owners •executives(and nice people who need financial plans)Each needed more than the usual investment-focused service that most firms offer. He saw that, while many business owners planned to retire and pass down their business, very few of these clients had a retirement or succession plan in place. He also saw how executives were interested in investing but did not have the time to manage their investments. These groups needed investment advice and estate plans to protect the lifestyle they worked so hard to achieve. Stephen is passionate about helping professionals and families protect their lifestyle and their legacy through custom financial planning.Securities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: MI, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MI, MT, NC, NJ, NY, OH, RI, SC, TN, TX, VA, WA, WI. WealthMap Advisors and Centaurus Financial, Inc. are not affiliated.

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  Northern Michigan University

  Economics And Finance