Steven L. Rich, RICP®, CLTC®, NSSA®, CF2

Steven L. Rich, RICP®, CLTC®, NSSA®, CF2

Owner and Financial Adviser, New Smyrna Beach Retirement Solutions

After more than a decade and a half in the financial industry, Steven L. Rich, RICP®, CLTC®, NSSA®, founded NSBRS to bring something different to the area — a personal, independent approach to retirement planning.

Many of Steven’s clients have recently moved to Florida from states like New Jersey, New York, Pennsylvania and Delaware. They’ve traded cold winters for warm weather and beach days — and now they’re looking for someone local to help them navigate Social Security, Medicare, income and taxes in retirement.

Steven and his wife, Amanda, live in New Smyrna Beach with their three children. They’re active in their church, enjoy beach life and are proud to call this community home.

Phone: 386-402-4626 | Email: info@nsbretirement.com | Website: nsbretirement.com

Latest articles by Steven L. Rich, RICP®, CLTC®, NSSA®, CF2

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The Roth Conversion Bandwagon is Rolling: Should You Jump On?

Roth conversions are all the rage, but what works well for one household can cause financial strain for another. This is what you should consider before moving ahead.