Steeve Koven-Augustin
Financial Planner at Prudential Advisors
- Role
- Financial Planner at Prudential Advisors
- Location
- Babylon, NY, US
- LinkedIn followers
- 500 followers
About Steeve Koven-Augustin
Life is constantly in motion. Because of the constant movement, financial decisions can…
Experience
Financial Planner
Mar 2024 — Present · Babylon, NY, US
Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on strategies for the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment.
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