Steve Warta (CFP®, ChFC®)

Planning Specialties

SERVICES PROVIDED:

Financial Planning

• The Financial Plan is completed by a Certified Financial Planner who listens to the client’s individual needs.
• This plan shows year by year distribution and which accounts to draw down, as well as the Social Security benefits and at what age to claim benefits for both spouses.
• In addition, this plan can look at potential charitable giving ideas.
• We have the ability to easily update this plan as situations change.
• We provide a second opinion on investment allocation for IRA’s, 401K’s and other investments.

Investment Management

• Steve utilizes his 30+ years of experience to find appropriate individual stocks, bonds and mutual funds.
• RWM gives the client peace of mind by determining the probability of outliving their investments.
• We conduct investment meetings on a regular basis with our client, so you might better understand your investments.
• Steve breaks down complicated investment concepts to make them easier to understand and proactively helps you achieve your financial goals.
• The benefits of working with RWM include daily transparency, flexibility, lower management fees and direct communication.

There is no need to be intimidated by the process.  Steve specializes in taking baby steps or big steps, whichever is appropriate, in helping you meet your financial goals.