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Are You Getting the Service You Deserve?

Customized Planning & Advice for
Southern California Edison Employees

Review Your Benefits

At Southern California Edison, you have a GREAT benefits plan! 

Evaluate Your 401k Options

Your retirement lifestyle depends on how well your 401k performs over time.

Understand Your Pension

Understand how your cash balance pension & 401k work.

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Steven Smit, CFP

Partner and Branch President
Nevada

As your Financial Advisor, I am committed to working in partnership with you, putting your needs first and embracing your goals as my own. Whether it’s planning your retirement, funding a child’s education or building personal wealth, I will work to formulate financial strategies designed to help you pursue your financial goals.

I believe in building long-term client relationships. I take the time to listen to you, fully understand your financial needs and goals, and work with you to develop a personalized financial strategy. I will monitor your progress and assist you in modifying your plan as new goals, strategies or life situations arise.

Drawing upon Parsonex Financial Services extensive resources and capabilities, I can help you address all aspects of your financial life.

WE PARTNER WITH OUR CLIENTS AND ARE COMMITTED TO PUTTING YOUR NEEDS FIRST AND EMBRACING YOUR GOALS AS OUR OWN.

STEVEN SMIT  |  CFP

Get the Help and Service You Deserve

Understand Where You Are

Knowing where you are is the first and most important step in planning for your future.

Identify Your Goals

Decide where you want to go and when you want to get there.

Choose the Best Path For You

Chart a course and select the route that works best for your family.  

Family at a Beach

We can help you address all aspects of your financial life

Customized Planning

As a Certified Financial Planner, I can act as the “architect” in helping you design customized solutions.

Personalized Advice

The quality of advice you receive, or don't receive, may often have a large impact on your behavior.

Behavioral Advice

We believe that your behavior is the most important key to your long-term financial success.

Personal Relationships

The foundation for long term planning and advice is  developing a personal relationship.

Periodic Reviews

We will monitor your progress and help you modify your plan as life situations arise and goals change.

An Experienced Professional

Being a CFP® allows me to provide comprehensive planning and advice.

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Steve Smit CFP®
Certified Financial Planner

1674 US Highway 395
Minden, NV 89423

Phone# 775.266.8867
Fax# 303.484.7244

steve@parsonex.com
www.pxadvisor.com

GET MORE INFORMATION

 

  • Free Financial Roadmap

  • Financial Planning Videos

  • Get all of your questions answered

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