Steve Kitchen, Senior Relationship Advisor Email & Phone Number

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.

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.

Grand Rapids, Mi, Us

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.

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.

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.

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.

Henderson, Nevada, Us

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