Steve Smith
Pension Consulting,Wealth Management & Legacy Planning
- Role
- Estate Planning Team Member at Estate Planning Team
- Location
- Peoria, AZ, US
- LinkedIn followers
- 500 followers
About Steve Smith
With over 35 years of deep-rooted experience in retirement planning, investments, and…
Experience
Estate Planning Team Member
Jul 2016 — Present
Estate Planning Team is a membership organization with a turnkey marketing plan and the support of tax and legal professionals to help you tap into this wealth transfer by providing your clients with capital gains tax and estate planning (probate avoidance) solutions. Steve Smith is a registered representative of Centaurus Financial, Inc, and a member of the Estate Planning Team. Centaurus Financial, Inc. and the Estate Planning Team are not affiliated entities. As an Estate Planning Team member, Steve Smith promotes the use of the Deferred Sales Trust™ or other estate planning techniques to individuals as an outside business activity which is unrelated to his/her affiliation with Centaurus Financial, Inc. The Estate Planning Team and the Deferred Sales Trust are unrelated to Centaurus Financial, Inc. and Centaurus Financial, Inc. is not responsible for nor does it endorse recommendations made by members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies.
Education
University of Tennessee at Martin
BS Marketing, Maketing
1969 — 1974
Univ. Of Western Mass
Marketing
1979 — 1982
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