Impact Advisor
But now, you want to focus on what truly matters-living a fulfilled life without worrying about finances. I help individuals like you solve the most complex financial equation of retirement: turning your hard earned savings into a sustainable income that allows you to focus on making an impact on your family, community and the world.
Steve's contribution in the Retirement Deception share the story of his father and mother and how they lost almost everything in the market crash. Shortly after this financial catastrophe, Steve's family met an even worse disaster when his father passed away suddenly. From the ashes of financial and family devastation, Steve was able to help his mother recover and finally live a comfortable retirement.
With over 20 years of experience as a CPA and a former CFO of a $6 Billion bank, Steve developed a proprietary process called, The Continuous Cash Flow Method ™
This unique approach uses a blend of market-based investments and guaranteed assets to mathematically maximize your retirement income while locking in your lifestyle.
Backed by Nobel Prize-winning economists, my method ensures you can live your most fulfilling life by creating a reliable income stream that frees you from financial worry.
With over 20 years of experience as a CPA and a former CFO of a $6 Billion bank, Steve developed a proprietary process called, The Continuous Cash Flow Method ™.
This unique approach uses a blend of market-based investments and guaranteed assets to mathematically maximize your retirement income while locking in your lifestyle.
Backed by Nobel Prize-winning economists, my method ensures you can live your most fulfilling life by creating a reliable income stream that frees you from financial worry.
In addition to being a CPA and former CFO of a $6 Billions Dollar company, Steve is also a Certified Financial Fiduciary.
A fiduciary is bound to act in the best interest of the client.
This means they are working to always ensure you are getting the very best value of your money, and not selling products that are going to generate the biggest commission for the advisor.
Life is about more than accumulating wealth; it's about using your resources to make a difference. Whether it's spending more time with your family, supporting your community, or contributing to causes you care about, my approach helps you achieve the financial security you need to focus on what matters most.
Wealth is a function of time, not dollars. The freedom to live without worrying about money allows you to make your greatest impact.
However, nothing brought that reality home like
the experience of his son getting cancer.
However, nothing brought that reality home like the experience of his son getting cancer.
“When my son Hudson was diagnosed with cancer at 5 years old, we faced unimaginable stress.
At that moment, I realized that wealth isn't just about money -- it's about health, it's about freedom so when your family needs you, you can be there for them.”
Fortunately, Hudson survived and is now healthy and happy. Steve's focus is now helping his clients create financial security retirement so they have the freedom to spend time with the people they love the most.
However, nothing brought that reality home like the experience of his son getting cancer.
However, nothing brought that reality home like the experience of his son getting cancer.
“When my son Hudson was diagnosed with cancer at 5 years old, we faced unimaginable stress.
At that moment, I realized that wealth isn't just about money -- it's about health, it's about freedom so when your family needs you, you can be there for them.”
Fortunately, Hudson survived and is now healthy and happy. Steve's focus is now helping his clients create financial security retirement so they have the freedom to spend time with the people they love the most.
In Steve’s former career as a CFO of a 6 Billion dollar company, he had exposure to a world most will never see.
“I'll never forget the meeting that changed my perspective forever. It was a small private gathering in the french quarter of New Orleans with top executives from the largest Banks in the world.
What I learned from one of the bankers, who was outperforming every banker in the room, revolutionized my approach to finance.
He shared his exclusive framework with me in a private dinner after our meetings with the other executives.”
The unique strategy focused on first managing the bank's billions in assets to create cash flow with low risk strategies. He then used that cash flow to invest in high yield opportunities. This created a powerful combination of both safety and substantial gains. After learning this approach Steve realized regular people could do something similar in their own personal portfolios and retirement plans.
This breakthrough led Steve to create The Continuous Cash Flow Method, which is a system to provide families with the financial security to lock in their lifestyle without having to trade off optimal return on investments.
Retirement shouldn't be about pinching pennies or under spending
because of fear.
I help retirees maintain their lifestyle by providing a plan that eliminates financial uncertainty. With my proven Continuous Cash Flow Method process, you'll never have to worry about outliving your money, market crashes, or inflation.
Instead, you can focus on enjoying the life you've built and making an impact.
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