Experience

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  Estate Planning Team

  • Peoria Az

  • Estate Planning Team Member

    • Jul 2016 - Present
    • Peoria Az

    Estate Planning Team is a membership organization with a turnkey marketing plan and the support of tax and legal professionals to help you tap into this wealth transfer by providing your clients with capital gains tax and estate planning (probate avoidance) solutions. Steve Smith is a registered representative of Centaurus Financial, Inc., and a member of the Estate Planning Team. Centaurus Financial, Inc. and the Estate Planning Team are not affiliated entities. As an Estate Planning Team member, Steve Smith promotes the use of the Deferred Sales Trust™ or other estate planning techniques to individuals as an outside business activity which is unrelated to his/her affiliation with Centaurus Financial, Inc. The Estate Planning Team and the Deferred Sales Trust are unrelated to Centaurus Financial, Inc. and Centaurus Financial, Inc. is not responsible for nor does it endorse recommendations made by members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies.

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  Imprimis Financial

  • 29843 N. 118th Drive Peoria Az

  • V.P Sales

    • Jun 1986 - Present
    • 29843 N. 118th Drive Peoria Az

    Helping clients tax efficiently accumulate,( portfolio growth),,distribute,(tax efficient distributions at retirement), and do legacy planning for their families.

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  Pension Services Corporation - Pasadena, CA

  • Halstead St Pasadena Ca.

  • Mrktg V.P.

    • Jun 1986 - Dec 2014
    • Halstead St Pasadena Ca.

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  MassMutual Financial Group

  • Pension consultant

    • Feb 1982 - Mar 1984