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Juetten Personal Financial Planning, LLC

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Juetten Personal Financial Planning, LLC

Overview:

Since 2001, Steve Juetten has been helping people achieve financial security with control, confidence and ease. His business is founded on the belief that anyone can successfully control their own financial destiny—but it’s a lot less stressful, time consuming and risky with the guidance of an experienced and trusted financial planner.

That’s why Steve is a fee-only planner who does not take commissions, sell products or require clients to have a certain amount of assets to invest. He is focused solely on helping you achieve your goals. His mission is to give you the tools, skills, expertise, information and guidance you need to end up where you want to be down the road.

The people who most enjoy working with Steve are independent-minded, self-motivated individuals who are ready and willing to take charge of their financial lives. But, they also want a little help from a trusted, independent resource.

Because the research on investing performance has overwhelmingly proven that asset allocation rather than stock selection drives returns, Steve specializes in a passive investment management approach that spreads assets and risk across a diverse portfolio of asset classes, rather than “chasing the performance fairy” by buying and selling individual stocks or actively managed funds (which in turn buy and sell stocks). This passive style is highly effective because it gives you the proven best chance for the best investment returns, it’s easy to maintain a portfolio once it’s set up, and it’s cost effective thanks to low trading costs and low on-going expenses. Steve is also a big believer in using passive income strategies whenever possible to make even more money with your money.

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