My name is Steven J. Stablein. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and securely grow and protect their money during these turbulent times.
Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.
While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to convert your savings into a long-term, sustainable income (while protecting your money) so that you can spend with confidence when you retire.
I’ve been in the financial services industry for over 25 years. I worked with several large financial firms, including serving as the Managing Director of The Hartford Insurance and Annuity Company, Vice President of The Oppenheimer Mutual Fund Company, and National Retirement Account Manager for Charles Schwab. My experience helps me serve my clients on a higher level.
I was inspired to work in the financial industry, specifically with annuities, after watching my aunt and uncle run a small business for 30 years. They weren’t traditionally educated, but they planned well. After selling their business, they were able to enjoy the fruits of their labor and their retirement. I want to help my clients experience the same peace of mind and joy in their lives, too.
When I am outside of the office, I enjoy traveling, playing golf, and working out at CrossFit. I also have a passion for classic cars. I have triplets—Cole, Grace, and Sydney Shae—whom I love spending time with. I live my life by the 3 C’s: You must make a Choice to take a Chance, or your life will never Change.
I reside in Michigan, and even though my office is physically located in Grand Rapids, I can work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” online, but we can also share computer screens so that we are all on the “same page.” That way, you can see firsthand how various income strategies may work for you and your specific goals.
I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or visit me in my office.
Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.
Sincerely,
Steven J. Stablein
