• Experienced
  • Objective
  • Disciplined
Steven E Post, LLC
  • Fee only (no commissions)
  • Generally conservative
Registered Investment Adviser
Services
Financial and Tax Planning
A comprehensive financial planning package includes developing YOUR financial objectives through detailed analysis of the following as they apply to you:
  • INSURANCE - Life, Health, Disability, Property, Liability, etc.
  • INVESTMENTS - Stocks, Bonds, Mutual Funds, Annuities, etc.
  • TAXES - Planning, Impact, Tax Shelters, Estate (Death)
  • RETIREMENT PLANNING - Social Security, Pension Plans, IRAs, other retirement incomes
  • ESTATE PLANNING - Wills, Trusts, Death Taxes, Asset Ownership, Family Asset Planning

Areas of Investment Consulting
Portfolio construction, including a thorough analysis of whether your needs are for capital growth or for more current income via many investment vehicles:
   
  • STOCKS - with emphasis on conservative income-producing stocks
  • BONDS - including CDs, corporate, and municipal bonds
  • FUNDS - mutual funds, ETFs, closed-end funds
  • Custom-tailored investment portfolios
  • PRECIOUS METALS
  • COMMODITIES
  • REAL ESTATE
  • TRUSTEE SERVICES