Dr. Drew Stevens, NSSA certified, is an international financial educator and financial advisor for individuals seeking to optimize and understand retirement. Drew Stevens works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. Dr. Stevens began on Wall Street, gaining his vast knowledge of financial markets and investments.
His 40 years of experience enables him to create a holistic plan for every individual, helping to maximize income and mitigate risk while never running out of retirement money. Dr. Stevens wrote 14 books and over 5500 articles to stimulate others to increase their knowledge and awareness of the financial markets. He holds licenses in seven states enacting as a fiduciary for his clients. Dr. Stevens is a well-known international keynote speaker, workshop provider, and media host.
He returned to the US to put his education and analytical skills to work helping families at BB&T, Bank of America/Merrill Lynch and Nationwide Financial before founding Fleming Financial Partners, LLC, an independent financial planning firm.
As a Chartered Retirement Planning Counselor® designee from the College of Financial Planning, Zach specializes in helping folk either already in or transitioning into retirement save on taxes and mitigate the risks unique to the preservation and distribution phase of their financial lives through prudent income planning rooted in math and science.
LICENSES & ACCREDITATIONS
- National Social Security Advisor (NSSA®)
- Chartered Retirement Planning Counselor (CRPC®)
- Life & Health Insurance Licensed
- Annuity Licensed
- Long Term Care Insurance Licensed
AREAS OF EXPERTISE
- Retirement Planning
- Tax Planning
- Life Insurance
- Long Term Care Insurance