Steven Sicklesteel (CFP®)

Steven Sicklesteel focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

We address such issues within the context of Financial Life Planning with either an hourly consulting fee or an ongoing, comprehensive process that begins with a series of discussions with each client to develop a comprehensive financial plan. This plan includes
strategies and recommendations for all aspects of a client’s financial life, such as:

Budget planning
Cash flow and savings strategies
Tax planning
Education funding
Risk management and insurance
Debt reduction strategies
Retirement planning
Estate planning
Portfolio planning

We discuss the plan with the client
and revise it based on the client’s feedback. Once the client is comfortable with the plan, we proceed with implementation.

Additional Information

DeSERANNO Wealth Planning is a fee only independent financial advisory firm. Unlike advisers with traditional financial services firms, we do not receive commissions of any kind. We are not salespeople. All of our revenue comes directly from our clients — and not from any third party.

Without incentives to recommend any solution
over another, we can provide completely unbiased advice. Free of conflicts of interest, we can and will use any solution, anywhere, to help our clients reach their financial goals.

Our philosophy about client relationships reflects our commitment to the Securities and Exchange Commission’s “fiduciary standard,” which requires independent advisers always to put clients’ best
interests above all others.

NAPFA Start Date

July 30, 2010


This Office

18720 Mack Ave Ste 100 Grosse Pointe Farms, MI 48236-2957 Phone: (313) 885-0114