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Art Stein
Business Name:
Stein Financial Group
Business Description:
Art G. Stein has been in practice as a financial advisor since 1978. He services hundreds of clients in the Southern California area including clients in Northern California. He is founder and President of Stein Financial Group Inc. Art has done training with the Institute of Elder Planning Studies. His company has been a member of The National Association of Financial and Estate Planners. His company has also been a member of the Better Business Bureau of the Southland. He has done training with CPA Ed Slott who is known as the CPAs CPA. Art also works with the American Tax Planning Institute
How Business Creates Value:
His firm specializes in retirement and financial estate planning for all sizes of estates, large and small. Art helps his clients to avoid paying unnecessary taxes -such as income taxes, social security and estate taxes. He is able to show exit strategies to individuals who have large retirement accounts. Helping individuals, families and businesses to avoid probate and helping them to have a private pension plan which guarantees them lifetime income is another important part of his practice. Showing families alternatives to college funding is an additional aspect of his practice.
How Member Creates Value:
Art puts out a newsletter called Today's Retirement which keep his clients informed and up-to-date on the latest tax changes in Washington and money saving strategies that affect them. He is invited into many Churches, Temples, Businesses and Organizations to do financial educational workshops that give individuals the tools so that they can take care of their family's retirement and their financial future.

Art and his wife have lived the the Los Angeles area for over 25 years and have four children. His mission statement is to help individuals, families and businesses to have a better quality of life. More money, more time and more fun

Contact Information

Phone
818-726-4806