Steven Rich, Social Security Planning Planner
Steven Rich
Founder & Financial Advisor, New Smyrna Beach Retirement Solutions
Professional Profile
Meet Steven Rich, the Founder and Financial Advisor at New Smyrna Beach Retirement Solutions. With over 15 years of dedicated experience in retirement income planning and wealth management, Steven is a trusted expert in crafting tax-efficient strategies that empower individuals and families to secure their financial futures.
As a Certified Financial Fiduciary®, Steven prioritizes your best interests, guiding pre-retirees and retirees in transforming their savings into reliable income streams through a holistic and personalized financial planning approach. At New Smyrna Beach Retirement Solutions, he designs investment portfolios that align with your unique goals and risk tolerance, ensuring financial confidence and peace of mind throughout retirement.
As a holder of the NSSA® designation in Social Security planning, Steven Rich brings specialized knowledge of Social Security planning to every client relationship.
Steven's commitment to financial literacy extends beyond his practice; he actively supports the American Financial Education Alliance (AFEA) to promote sound financial principles within the community. Residing in New Smyrna Beach, Florida, with his wife and three children, Steven enjoys beach days and cherishes his active role in both his family and church community. Trust Steven Rich to be your ally in achieving your retirement goals with clarity and confidence.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.