Stephen L. Przewlocki
Founder, Chairman of the Board
Company Founder, Steve Przewlocki, 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 obtained his series 7, 24, 63 and 65 registrations.
Steve had a longstanding reputation for designing customized strategies which incorporated all aspects of a client's financial life: retirement income, tax and estate planning, wealth protection and investment management. He also addressed all income sources such as university pensions, 403b and 401a plans, IRAs and interest/dividends earned on taxable investments, and we continue to strive to follow his legacy today.
Steve's methodology was a personalized planning process which began by spending quality time with each client, listening to the unique stories of their lives and gathering information, which he utilized to prepare recommendations based on each client's individual needs. With his guidance, our clients have been able to enjoy 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 lived in Tucson. Steve leaves behind two children, Amelia and Kristen, and five grandchildren.