Steven Jefferys (CFA, CFP®, MBA)
Steven Jefferys focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Tax Planning
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
Arch Financial Advisors can help you with the following
- Investment Management
- Retirement Planning
- Insurance Review
- Education/College Funding
- Scenario Analysis
- Cash Flow Analysis
- Estate Planning Review
- Tax Planning
NAPFA Start Date
October 03, 2011