STEVE is a well-known financial advisor with his office based in Greenville, SC. And is Founder of Income & Asset Preservation, LLC, he previously served as CEO and President of Couch Braunsdorf Financial Group and Founder and President of Life Investment Planning, Inc. and Asset & Income Management, Inc. (AIM).
A graduate of Rutgers University with a degree in Business and Economics, Steve has passed 28 rigorous exams earning professional designations as a Retirement Income Certified Professional , Chartered Life Underwriter, Chartered Financial Consultant, Certified Financial Planner, in 2021 Federal Retirement Consultant, and Security Registrations 6,7,22,63 and 65. Steve was the recipient of the prestigious 2012, 2019, and 2022 Five Star Wealth Managers Award. He has been featured in articles and been a contributing author. Steve has been helping clients with investment, estate, education and retirement planning since 1978. He has spoken before industry groups and given seminars on estate planning, retirement planning, financial planning, and investment and income allocation strategies.