Learn
Access the Steve’s digital books: New Rules for Retirement & The No Compromise Retirement Plan
Watch
See what Steve Gaito is doing in the press
Listen
Resources, Webinars and Whiteboards on Demand
Financial Planning Serives
Social Security
Optimization
Long-term
Care Planning
Retirement
Tax Planning
I don’t Manage Money; I answer your questions.
Don’t miss the 9 to Know Program, a quick and easy way to see how long your retirement assets will last.
I help people reduce taxes, reduce their risk, and increase their income.
Retirement is more than managing a portfolio of assets. I focus on optimizing what you can control. Taxes, risks, and income are the three major areas that understanding how to manage them can make a significant impact on your retirement. As a CERTIFIED FINANCIAL PLANNER™ practitioner I act as a fiduciary to work in your best interest. I provide expertise in these areas and education and analysis to show the impact that proper planning can make in each of these areas you can control. If I can show you how to reduce taxes, risk and increase your income then it makes sense for us to work together.
Future
Subscribe to our Email List
Unlock Retirement Resource Management Content to Start Creating the Retirement of Your Dreams!
There are two parts to retirement. The accumulation phase (saving) and the distribution phase (spending). As a special gift for joining our email list, you’ll receive access to two books by Martin H. Ruby, FSA, the “The No-Compromise Retirement Plan” and “The New Rules of Retirement Saving”!