Steve Kaasbell offers all aspects of financial planning and is a CERTIFIED FINANCIAL PLANNER™ professional and First Vice President, Investments. He obtained his Bachelor’s Degree in Finance from Georgia State University in 1995. Services offered include a specialty in fee-based* portfolio management, financial planning, wealth accumulation and distribution strategies. His experience working with a variety of clients and circumstances over the years grounds him in his ability to provide seasoned expertise and advice. He is a lifelong learner and continues to study to maintain leading edge thinking and a competitive advantage in portfolio management. Steve and his wife Sandra live in Newnan, Georgia.
*In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.