Company Founder, Steve Przewlocki, has helped Arizona professors successfully plan for retirement for more than three decades; a track record few financial advisors can match. He earned his undergraduate degree from Western Illinois University and has obtained his series 7, 24, 63 and 65 registrations. Steve is a Registered Principal and Investment Advisor Representative of Cambridge.
Steve has a longstanding reputation for designing customized strategies which incorporates all aspects of a client's financial life: retirement income, tax and estate planning, wealth protection and investment management. He also addresses all income sources such as university pensions, 403b and 401a plans, IRAs and interest/dividends earned on taxable investments.
The personalized planning process begins by spending quality time with each client, listening to the unique stories of their lives and gathering information, which enables Steve to prepare recommendations based on each client's individual needs. With his guidance, clients have been able to enjoy an active retirement, affording them the ability to travel, continue their research, or fulfill lifetime dreams without the worry of running out of money.
Steve and his wife Susan reside in Tucson. They have two children, Amelia and Kristen, and four grandchildren. Steve enjoys hiking, biking, traveling and reading.