About

Steve is a Financial Services Professional concentrating on Medicare and Retirement Distribution Planning.  Let us help you optimize your Social Security benefits, save money on Medicare healthcare charges and generate a mailbox money plan in retirement!  Over 30 years experience in investing, holder of a UT-Austin Certificate in Financial Planning as well as an Accredited Investment Fiduciary Certificate.  Never any cost to sit down and explore what a plan can do to ease into your retirement years with confidence!  Call today for a free consultation with Retirement Resources-TX.