Steve Kitchen, Senior Relationship Advisor

Steve Kitchen, Senior Relationship Advisor Email and Phone Number

Retirement Advisor| Tax Smart Investing (tm) |Federal Benefits | eState Planner | Financial Consultant | Author |Retirement Transition Planner @ Aksala Wealth Advisors
Steve Kitchen, Senior Relationship Advisor's Location
Sarasota, Florida, United States, United States
Steve Kitchen, Senior Relationship Advisor's Contact Details

Steve Kitchen, Senior Relationship Advisor work email

Steve Kitchen, Senior Relationship Advisor personal email

n/a

Steve Kitchen, Senior Relationship Advisor phone numbers

About Steve Kitchen, Senior Relationship Advisor

Welcome to my LinkedIn profile!I'm Steve Kitchen, a Senior Wealth Advisor at Aksala Wealth Advisors, dedicated to providing you and your family with the best financial solutions. With 25 plus years of experience, I specialize in retirement transition planning, Social Security analysis, and tax mitigation. My goal is to help you navigate the complex financial landscape and ensure you enjoy a sustainable retirement without compromising your current standard of living.At Aksala Wealth Advisors, we are an integrated financial group committed to educating, researching, analyzing, presenting practical and reliable financial planning services and retirement solutions to help you achieve your financial goals. Whether you're down the block or across the country, our team is equipped and ready to serve you.We take pride in working with hardworking "Millionaire Next Door" families, business owners, professionals, and pre/post retirees. Our proprietary system(s) and step-by-step process allow us to tailor our services to address your unique financial concerns.Our mission is simple: protect hardworking individuals, small business owners, executives, and taxpayers like you, ensuring your financial security. We believe in providing actionable plans and working authentically to help you attain a sustainable retirement.At Aksala Wealth Advisors, we focus on preserving your financial peace of mind, putting you in control of your money, and understanding your needs. We know how hard you work for your money, and we're here to protect it.Our mission is to help you transition smoothly from work to retirement while creating the financial security you deserve. We believe in preventing financial losses and ensuring your financial future.Please feel free to connect with me if you're looking for expert guidance on your financial journey. Let's work together to secure your financial future.Securities offered through Avantax Investment ServicesSM. Investment Advisory Services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. Forbes Ranking MethodologyConfidentiality Notice: The information contained in this electronic mail transmission is not intended for transmission to, or receipt by, anyone other than the named addressee (or a person authorized to deliver it to the named addressee). It should not be copied or forwarded to any unauthorized persons. If you have received this electronic mail transmission in error, please delete it from your system without reading, copying or forwarding it.

Steve Kitchen, Senior Relationship Advisor's Current Company Details
Aksala Wealth Advisors

Aksala Wealth Advisors

View
Retirement Advisor| Tax Smart Investing (tm) |Federal Benefits | eState Planner | Financial Consultant | Author |Retirement Transition Planner
Steve Kitchen, Senior Relationship Advisor Work Experience Details
  • Aksala Wealth Advisors
    Senior Relationship Advisor
    Aksala Wealth Advisors Jan 2023 - Present
    Lakewood Ranch, Florida, Us
    Every client receives a customized personalized financial plan. Your plan accounts for needed growth rates, tax impacts, portfolio stress testing, and investment income planning. The Aksala team uses unique, yet understandable tools, high-quality stock selections, hedging investments, income creation, principal protection, & lifetime income solutions. His proven common sense portfolio strategies have provided a followingOur team of strategists are purely focused on Transition Planning & Portfolio Strategies for those who consider themselves the "Millionaire Next Door." Our core investment strategy centers around rising dividend portfolios. This portfolio design may provide our clients with potential growth and a current income stream that may increase over time, while offering a prudent way to participate in the wealth-building process over the long term—helping you to retire with confidence.Steve is a family man with 3 children, 2 grandchildren, and a motivated connector of people. You will most likely become friends during your portfolio management process. His acute interest in making your situation the best it can be will be apparent. Given his clients' various needs, we have a trusted network of professional referral sources. #TaxSmartInvesting (tm), Mortgage, Real-Estate, Estate, and Insurance Planning. Steve is experienced in real estate, small business consulting, #TaxSmartInvesting (tm), and the methods to incorporate into overall portfolio design. Have a cup of coffee with Steve and learn the ways you may benefit from working with the Aksala Team! Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.
  • Aksala Wealth Advisors
    Senior Relationship Advisor
    Aksala Wealth Advisors Jan 2022 - Present
    Lakewood Ranch, Florida, Us
    Aksala operates as a team of strategists solely focused on you. We lead with Retirement Planning & Portfolio Strategies for those who consider themselves the "Millionaire Next Door." Our core investment strategy centers around rising dividend portfolios and situational investment tax strategies. Our portfolios provide our clients with potential growth and a current income stream that may increase over time, while offering a prudent way to participate in the wealth-building process over the long term—helping you to retire with confidence..We Believe…1. Time Tested Data is our friend, we avoid fads.2. Portfolio Construction and liquidity is important.3. People and professionals over-complicate investing.4. Taxes Matter. It is not what you make, but what you keep.5. We avoid proprietary investments and offer straightforward pricing.6. Investments and life are about cash flow. Rising Dividend Investing powers both.7. We are a Top Tier Firm with the number 1# CPA based Broker dealer in the country.
  • Formulafolios
    Financial Planner
    Formulafolios Apr 2018 - Sep 2022
    Grand Rapids, Mi, Us
  • Eminence Financial
    Retirement Advisor |Social Security Advisor | Income Planner | Financial Advisor | Financial Author
    Eminence Financial Jan 2007 - Jul 2021
    Lakewood Ranch, Florida, Us
    Working directly with business owners, executives, pre and post retirees, we fill many critical roles including: retirement planning & Advising for senior parents; guiding executives & business owners on conservative wealth management; locating, sourcing college funding and assisting with developing a plan for families to pay for college. We are adept at figuring out all your options for saving for retirement while protecting and preserving hardworking taxpayers retirement accounts. Regardless what types of retirement accounts you may have IRA's, 401K's, 403B's, Pensions, TSA's,... Our commitment to hardworking taxpayers like yourself is to help protect your retirement accounts such as 401k's, 403B's, Traditional & Roth IRA's from Bear Markets creating economic security for you.
  • Eminence Financial
    Advisor |Retirement Planner | Retirement Income Advisor | Social Security Expert | Financial Author
    Eminence Financial Jan 2008 - Jul 2019
    Lakewood Ranch, Florida, Us
    Sales and consulting to Financial Advisors,CPA's, Attorney's and Insurance Agent's in the following area's IRA Conversions, Multi- generational stretch IRA's,Philanthropic Arbitrage, Estate Insurance,Private Personal and Business Banking, Late Stage Retirement Income planning, Financial Planning, Retirement Planning, Income Planning, Social Security Planning. Advisor, Insurance Advisor, Retirement Advisor, Social Security Advisor.
  • Eminence Financial
    Retirement Lifestyle Advisor | Financial Planner | Retirement Planner | Advisor | Income Planner
    Eminence Financial Mar 2008 - 2018
    Lakewood Ranch, Florida, Us
    We are financial planning experts, that specialize in College, Lifestyle Retirement and Income Planning. We are dedicated to provide smart, simple, secure financial solutions for your business or family. We believe we can better serve our clients by stoping the losses, utilizing your current resources making more efficient. Helping you aford your students college education allowing you to have an attainable & sustainable retirement. Our step by step proprietary planning process enables me to determine which service or solutions our clients need in order to help you achieve all of your financial goals.
  • Professional Education Services
    College Admissions Consultant & Advisors | College Funding Now | College & Retirement Advisors
    Professional Education Services Jan 2001 - May 2009
    Education consulting for high school students. Helping Parents pay for College, utilizing the Financial Aid System, the Tax Code, Cash flow Planning and Integrating Education Consulting. Income & Retirement Planning for individuals & Business owners. Qualified Retirement advisor. Financial Planner, Income planner, Retirement planner.
  • North American Financial Corporation
    Financial Analyst
    North American Financial Corporation 2000 - 2009
    Henderson, Nevada, Us

Steve Kitchen, Senior Relationship Advisor Education Details

  • Davenport University
    Davenport University
    Business & Hospitality
  • South Christian
    South Christian

Frequently Asked Questions about Steve Kitchen, Senior Relationship Advisor

What company does Steve Kitchen, Senior Relationship Advisor work for?

Steve Kitchen, Senior Relationship Advisor works for Aksala Wealth Advisors

What is Steve Kitchen, Senior Relationship Advisor's role at the current company?

Steve Kitchen, Senior Relationship Advisor's current role is Retirement Advisor| Tax Smart Investing (tm) |Federal Benefits | eState Planner | Financial Consultant | Author |Retirement Transition Planner.

What is Steve Kitchen, Senior Relationship Advisor's email address?

Steve Kitchen, Senior Relationship Advisor's email address is sk****@****ial.com

What is Steve Kitchen, Senior Relationship Advisor's direct phone number?

Steve Kitchen, Senior Relationship Advisor's direct phone number is (616) 541*****

What schools did Steve Kitchen, Senior Relationship Advisor attend?

Steve Kitchen, Senior Relationship Advisor attended Davenport University, South Christian.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.