Steve has been a financial consultant since 1990. He moved to the Charleston SC area in 1997. His personal and business interests is providing services and planning in the home based and small business market place. His focus is working as a “team” with any existing financial professional the business has retained to better implement strategies and tax credits, increasing profits and providing strategies specific to the owner(s).
He also works with individual families in the areas of college, traditional, retirement and senior planning. He provides them strategies used by businesses to increase cash flow, tax planning, retirement planning, etc.
Your family’s finances should be considered to be a small business as plan as such.
While this blog focuses on home based business principles and tax benefits, you may wish to request a consultation in other areas of his expertise.
You can reach him through the form here.