Steven Rich, NSSA® Advisor · New Smyrna Beach, FL
Steven Rich
Founder & Financial Advisor, New Smyrna Beach Retirement Solutions
Professional Profile
Meet Steven Rich, the Founder and Financial Advisor at New Smyrna Beach Retirement Solutions. With over 15 years of dedicated experience in retirement income planning and wealth management, Steven is a trusted expert in crafting tax-efficient strategies that empower individuals and families to secure their financial futures.
As a Certified Financial Fiduciary®, Steven prioritizes your best interests, guiding pre-retirees and retirees in transforming their savings into reliable income streams through a holistic and personalized financial planning approach. At New Smyrna Beach Retirement Solutions, he designs investment portfolios that align with your unique goals and risk tolerance, ensuring financial confidence and peace of mind throughout retirement.
As a holder of the NSSA® designation in Social Security planning, Steven Rich brings specialized knowledge of Social Security planning to every client relationship.
Steven's commitment to financial literacy extends beyond his practice; he actively supports the American Financial Education Alliance (AFEA) to promote sound financial principles within the community. Residing in New Smyrna Beach, Florida, with his wife and three children, Steven enjoys beach days and cherishes his active role in both his family and church community. Trust Steven Rich to be your ally in achieving your retirement goals with clarity and confidence.
Disclosure
Prosperity Capital Advisors ("PCA") is an SEC-registered investment adviser headquartered in Ohio. PCA and its representatives comply with registration requirements in all states where they conduct business or are exempt from registration. Direct communication with prospective clients will be made only by representatives who are properly registered or exempt in their state of residence. Registration does not imply a certain level of skill or training. New Smyrna Beach Retirement Solutions and PCA are separate, unaffiliated entities. PCA does not provide tax or legal advice. Insurance, tax, or other services offered through New Smyrna Beach Retirement Solutions are not affiliated with PCA. Information on this website is for informational purposes only and should not be construed as investment advice. Some content may be provided by third parties and does not necessarily reflect the views of PCA. PCA is not responsible for, nor does it endorse, content on third-party websites linked here. To verify PCA’s registration status, visit the SEC’s Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov. For additional details about PCA’s services and fees, refer to our Form ADV, available upon request or at www.prosperitycapitaladvisors.com. Please review our Client Relationship Summary (Form CRS), Form ADV Part 2A, Privacy Notice, and your advisor’s ADV Part 2B for more information before investing. For more information regarding your advisor’s designations please review their ADV 2B for a detailed description.
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