Steven Van Metre, Certified Financial Planner™ Professional, (CA Insurance License #0D45202 & Investment Advisory Representative with Atlas Financial Advisors, Inc., a Registered Investment Advisory firm.) is a financial planner, portfolio manager, and President of Steven Van Metre Financial. He specializes in retirement income strategies and the direct management of client assets.
Steven designed a planning process to help clients understand, prepare and become active participants in creating their own retirement plan. His process helps people understand what their retirement will look like, and what they need to do to make their retirement goals come true. Over the past 15 years, Steven has coached many people through to a completely successful retirement.
Steven created and actively manages five low fee, risked based, asset allocation portfolios. He uses a strategic asset allocation philosophy with a tactical focus to pick funds that are weighted towards the expected growth sectors of the economy. The portfolios are re-balanced at least annually and adjustments are made on an as needed basis to make sure the portfolios are allocated the the proper sectors as the economy rotates. Investors in these portfolios can expect long term returns consistent with their risk tolerance.
In addition to managing portfolios, Steven is one of the top annuity agents in the U.S. His approach to utilize annuities as part of income planning helps clients find the right annuities with the highest contractual guarantees to lock-in retirement income for life. This allows clients to invest the balance of their retirement savings in the market with less worry about market fluctuations than others who are fully invested in the stock market throughout retirement.