Steven McCormick, Social Security & Medicare Planning Professional

Steven McCormick is a distinguished Retirement Advisor and the founder of McCormick Capital, located in Simi Valley, California. With over two decades of experience in the legal and financial sectors, Steven offers a unique perspective that combines legal expertise with financial acumen, making him a trusted partner for clients seeking comprehensive retirement strategies. His journey began in Miami, Florida, where he earned a degree in English from the University of Florida before transitioning to law school. By 1995, he opened his legal practice, specializing in bankruptcy law, wills, trusts, and estate planning.

As a certified professional, Steven McCormick has completed the NSSA® designation in Social Security planning and the IRMAA Certified Planner designation, bringing specialized expertise in Social Security and Medicare planning to clients.

Recognizing the critical intersection of law and financial planning, Steven pivoted to financial advising at Citicorp Investment Services, where he helped clients navigate complex estate planning issues. His proven track record continued at JP Morgan Chase Investments, where he earned accolades for his production and developed a keen understanding of the financial challenges faced by professionals in dynamic industries. This hands-on experience led him to focus on retirement income and Social Security optimization, areas where many clients require expert guidance.

In 2016, Steven transitioned to become an independent financial advisor with Advisor Group, further honing his expertise in retirement planning and Social Security strategies. He holds both the NSSA® and IRMAACP™ designations, which uniquely equip him to help clients understand and manage IRMAA-related Medicare costs, coordinate Medicare, tax planning, and Social Security decisions, and reduce unnecessary premium surcharges and costly planning mistakes. His commitment to education and empowerment shines through his voluntary work as an educator, where he offers free seminars on crucial topics like Social Security timing and income planning. At McCormick Capital, Steven is dedicated to crafting personalized retirement plans that not only maximize wealth but also navigate the intricacies of tax codes and Medicare regulations.

With a philosophy centered on understanding each client’s unique circumstances, Steven is known for developing tailored strategies that protect assets and enhance retirement benefits. He is actively involved in the National Social Security Advisors and holds memberships in the California State Bar, showcasing his dedication to ongoing education and excellence in service. Outside of work, Steven enjoys hiking, biking, and playing piano, which reflects his belief that meticulous preparation leads to extraordinary outcomes. Choosing Steven McCormick means partnering with a knowledgeable, reliable advisor who is deeply passionate about helping clients secure their financial futures and enjoy the peace of mind they deserve.

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