Tom Stephens, Owner of Smart Capital Management, brings a unique perspective to assisting his clients with all of their wealth management and retirement planning needs, including business expertise and life experience, his approach to building lifetime income based on your risk tolerance, access to professionals with expertise on legal and tax issues, he’s the Author of five Financial Books and a passion for helping others.
Tom’s goal is to be his clients go-to resource for all retirement and pre-retirement planning and investment strategies. He has been successfully retired himself, once, and he understands the dynamics of living on a fixed income; Tom is on Social Security and Medicare, and can assist you in Maximizing your Social Security benefits as well as guide you in understanding your best Medicare options.
Last but not least, Tom can assist you in creating a life-long income stream from your retirement savings plans and investment accounts utilizing the strategies outlined in his book Smart Retirement: What You Need to Know Before Cashing Your Last Paycheck.
