One Day In July Financial Advisor and Financial Planner Steve Schleupner is available for meeting in Stowe, VT.
Many advisors only focus their efforts on the "what." What products can the client buy? What strategy should I form around the products? Not many advisors, however, answer the "how," "when" and "why" questions. How are taxes paid? When should i start planning for retirement? Why choose this option over the other options? This is the education side of planning - the missing link in our field - and this is what I enjoy the most. I teach clients to become better stewards of their own money.
I was ready for an exciting change, so in 2014 I sold my financial planning practice in Frederick, Maryland and moved with my family to beautiful Stowe, Vermont. I love the area, both for its spectacular natural beauty and for its accessibility to so many amazing outdoor activities. My two younger sons are in the Stowe school system, and my older son is pursuing his passion for cars at the Green Mountain Technology Career Center. I enjoy hiking skiing, road cycling, writing poetry, and reading when I am not trekking my boys to sporting events.
Shelburne, VT 05482
Burlington, VT 05401
Portsmouth, NH 03801