The Team

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Steven Vozenilek

Steven Vozenilek

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Small Business
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

Northeastern University, Bachelor of Science - Business Administration, Family Firm Institute - Certificate in Family Business Advising, Family Firm Institute - Certificate in Family Wealth Advising

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Our Staff

Douglas Paul, CRPC ®

Registered Client Service Associate