Steven Pine Email & Phone Number

“In America, there are two tax systems: one for the informed and one for the uninformed. Both systems are legal. Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury.” -Judge Learned HandMaking sure you are optimizing your lifestyle today, while simultaneously preparing for tomorrow’s needs (such as retirement), isn’t easy...Have you saved enough money?Are you overpaying taxes each year unnecessarily?How much can you take out each year in retirement without running out of money?How does being in debt affect you not just today, but in your golden years? How different would life be if you were debt-free no later than the first day you retire?What if you could take care of your needs today, and be positioned to ALSO leave something to your kids or favorite charity?Regardless of whether you are a business owner, executive, or a W-2 employee, my passion is to worry about your finances, so you don’t have to!Having helped numerous clients with their financial needs over the course of my career, I have built a unique expertise surrounding tax-advantaged strategies so you can: **GROW your wealth for the future**ACCESS it today as needed**ELIMINATE debt:You’re not going to save your way out of debt, you have to pay it off. Imagine being completely DEBT FREE in 9 years or less (for most), without spending any more money than right now. By all debt, I mean personal, business and investment mortgages, student loans, credit cards, vehicle payments, etc. This is not consolidation for a fee or refinancing, that's debt procrastination. Clients using the strategy have more benefits and money than the way they were paying it off.When you’re ready to learn more about how I can help you with your risk management, financial planning, retirement planning, debt elimination, or tax reduction strategy needs, feel free to send me a message here on LinkedIn!

Listed skills include Insurance, Sales, Life Insurance, Team Building, and 10 others.