- Retirement Planning
Why choose this provider?
Stewardship Wealth Management Solutions assists Huntington Beach clients in reaching their financial goals by providing financial pieces of advice. The firm builds a financial plan that befits the client’s financial picture. It includes strategies for retirement savings, estate and multigenerational planning, and tax planning. Additionally, it offers cash management and annuity investment solutions. Progress meetings to discuss financial goals and processes are also available. The firm’s private wealth advisor, Boulos Michael, is a Chartered Retirement Planning Counselor and an Accredited Asset Management Specialist.