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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.
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.
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.
