ABOUT STEVE
Number of years of experience
36
Document that sets forth a financial strategy
Financial Plan
Year started
2009
Four primary types of asset categories
Stocks, bonds, real estate, cash
Maximum annual amount that avoids reporting
$17,000
Favorite food & beverage group
Wine
Tool funded with after tax dollars & grows tax free
Roth
New office location
Daytona Beach, FL
Strategy that sets a predetermined sell price on a stock
Stop Loss
Federeal lifetime maximum exclusionary amount
$1,000,000
Number of years married
24
Government provided retirement benefits
Social Security
Key Differentiators
Passion and Person
Borrowing against a portfolio is called...
Margin
A nonprofit organization with funds usually from a single source, such as an individual or family, and managed by its own trustees or directors.
Private Foundation
Favorite Vacation Spot
Almafi, IT
Age that Required Minimum Distribution are required to be taken
73
Not a broker but a ...
Fiduciary
Quarterly report from publicly traded company
Earning report
A tax-exempt, nonprofit, philanthropic institution within a geographic area.
Community Foundation
Plays this instrument.
Piano
Popular estate tools that avoids probate
Trust
Principles of the practice
Wisdom, Integrity, Transparency, Objectivity
Short term contract that allows a buy/sell of shares in advance
Option
Section of the Internal Revenue Code that designates an organization as charitable and tax-exempt
501 ( c ) (3)