Steven Smit ★ Financial Advisor, Partner, Cfp® Email & Phone Number

As your Financial Planner / CFP®, I am committed to working in partnership with you, putting your needs first, and embracing your goals as my own. My goal is to help you become better and afford the care for those you love. I strive to help you become better husbands & wives, better neighbors & friends, better moms & dads to ultimately have more fulfillment and happiness. The money will only help you become more of what you already are inside.Book precious time here: https://bit.ly/SCE401kMeeting How this works:The financial relationship is made possible through the Charles Schwab PCRA program inside the Edison 401k. I have extensive knowledge of the cash balance pension plan and how to assess your risk alongside your 401k and social security benefits. I represent you, the employee, directly through the Schwab PCRA program, and Socal Edison does not sponsor or give compensation, nor is it directly affiliated with me or Parsonex Advisory Services, Inc.Retirement planning is not an event; it is a lifelong process. We will work together to develop a financial strategy customized to your life. We will review and monitor your progress and modify your plan as new life situations arise.Please ask yourself:🎯 Retirement planning. - What happens if you retire too early or live too long?🎯 Risk management. (time-shifted risk analysis) - What is your strategy for using 401k, Cash Balance Pension, and Social Security together to reach your goals?🎯 Professional advice. - How confident are you in your abilities to manage your investments and plan for retirement?🎯 Investment options outside the limited 8 base 401k. - Who do you go to for help with your 401k options? 🎯 Managed portfolios with many decades of experience and track record. - What benefit does a non-emotionally managed portfolio have for you?🎯 Flexibility to move with you as you seek other employment opportunities or retirement. - How would you feel if you had a trusted financial planner to help each step of the way to and through retirement?🙋 Please book your appointment today to check us out.https://bit.ly/SCE401kMeeting Email: steve@parsonex.com. Parsonex Financial Services, Inc. is the marketing name for Parsonex Advisory Services and Affiliates. Investment Advisory services offered by Parsonex Advisory Services, Inc. Securities offered through Parsonex Securities, Inc. member FINRA / SIPC. 8310 s. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700. CFP® is a board of standards certification for Certified Financial Planner.