I started my career as a CPA working for a large accounting firm and then worked for several years at a large life insurance and investment financial services company in the corporate mergers and acquisitions group.
During this time, I had the desire to leverage the financial knowledge and experience I had to help individuals one-on-one with their tax, investment, and retirement planning.
started Simply Steward in 2017 as an independent wealth management firm focusing on the needs of successful entrepreneurs and individuals and couples within 5 years of a retirement transition.
Stewardship is the foundation of my wealth planning philosophy – we’re entrusted with financial resources to make a better world for our families, local communities, and the world.
Learn More: http://www.simplysteward.com
Recent episodes from Mike Saunders, MBA (see all)
- Interview with James Johnson President & Owner of All Mark Insurance Services – How Life Insurance Fits into Retirement - February 23, 2024
- Interview with James Johnson, President & Owner of All Mark Insurance Services – How Taxes Impact Retirement - February 22, 2024
- Interview with Kevin Guttman, Reverse Mortgage Specialist - February 21, 2024