Steven Theimer, Cfp®, Rrc® Email & Phone Number

😃 Hello, thanks for stopping by my page! WHAT do I do? WHY does it matter? I'll tell you..Every day I help people by providing a simpler, more personal option, for managing your finances and achieving your goals, while earning & saving you money! Want to chat right now? Call/Text: (250) 809-9820. 📞Financial Planner with fully digital capabilities, receive excellent service from the comfort of your own home. 😷Father of two beautiful (wild) 🦄 daughters, a fiancee, local volunteer, Chamber of Commerce Ambassador, recipient of provincial and national recognition for client service and dedication! 🏆🤝💸 When it comes to helping others, I am a perfectionist. I never settle with "good" or "better", I am where I am today because I believe in finding the "BEST!" answer to your problems. Why leave your money on the table? Or worse.. in someone else's pockets! 💸Have you heard the saying, "A cluttered desk is a sign of a cluttered mind"? Well I (and someone much more famous) asks, "What is an empty desk a sign of?".. 🤓Now for the WHY.. People left to their own devices often fail. I don't like to see people fail.👨‍⚕️ If you were ill, would you diagnose yourself (no Dr. Google allowed)? Or would you see a doctor? 👩‍⚕️If you were training for a sport or working on your body, would you seek advice from those who have made it big (or small)? Or would you try to figure it out yourself? 🤸If you... You get my point. I believe in learning from other peoples mistakes, as often as possible.Cash Flow Management, Tax Planning, Investment Planning, Retirement Planning, Risk Management, Estate Planning, Business Support, Employee Retention, Security, Confidence, and helping YOU achieve your goals FASTER & more EFFICIENTLY(cheaper, better, safer) is my PROFESSION and my PASSION. ☎️ Call/Text: (250) 809-9820 -OR- 💻 Send me a quick e-mail: steven.theimer@ig.ca - I'll write or call you back!Send me a message or give me call, what could you lose? More importantly, what could you GAIN! 💰💰💰Applied Knowledge is Power.. Keep Smiling. 😃

Listed skills include Estate Planning, Financial Advisory, People Management, Tax Planning, and 17 others.