Stephen Zelcer
the vision
Introduction
Stephen has been working with federal employees at all GS levels, including executives and judges, since 2007.
He has helped hundreds of Federal Employees.
Your Goals:
Your goals say a lot about you. They reflect your value system and your personal philosophies on life, family, giving, making an impact. Not reaching your goals is deeply frustrating. Not having goals is deeply disorienting.
Making your goals a reality:
Achieving your goals is very doable. But people somehow manage to get in their own way! Either they float around with no plan, making their financial decisions on the fly. Or, they lose sight of the prize and get distracted by irrelevant billboards or technical details. Not having a financial plan will delay your goals, costing you more time and more money, or perhaps worse – not achieving your goals at all. Having a plan will enable you to articulate your personal goals, remove any financial inefficiency from your finances, and maximize all you resources – helping you reach your goals as quickly as possible.
Our method of helping clients reach their goals:
Organize, Strategize, Maximize™
Your finances can be organized, strategized and maximized, and the process can be simple, neat, rewarding, and fulfilling. Let our team of fiduciary financial planners help you Organize, Strategize, Maximize™ your financial life.
Organize, Strategize, Maximize™
Overview And Experience
“I teach people about money.”
Stephen Zelcer is the source of Financial Education for Federal Employees. He stands at the intersection between Federal Benefits and personal finances and advises on how to integrate your Federal benefits with the rest of your financial life, guiding you in what you could or should be doing to make the most of your money.
Stephen has been working with federal employees at all levels, including executives and judges, since 2007. He has taught thousands of employees and helped hundreds of personal clients.
Stephen is also an accomplished lecturer presenting financial planning seminars for Beacon Education, as well as other educational outfits. He has been invited by dozens of agencies to teach and explain Federal retirement and employee benefits. He has personally delivered over 600 pre-retirement seminars, teaching over ten thousand Federal employees about all aspects of federal benefits and financial planning.
Stephen is not registered nor affiliated with Osaic Wealth, Inc.
Let our team of fiduciary financial planners help you Organize, Strategize, Maximize™ your financial life.
over 30 years of experience