Stephen M. Haidt

Stephen M. Haidt

| CFP® CPWA®

Retirement Advisors, Inc.

(251) 344-0707

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Fee Only Financial Planner Located in Mobile, AL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Planning
  • Comprehensive Financial Planning
  • Wealth Management
  • Investment Management
  • Retirement Planning
  • Fiduciary Advice

Website

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1009 Downtowner Blvd.
Mobile, AL 36609

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Retirement Advisors, Inc., is an Independent, Fee-Only Wealth Management firm in Mobile, AL.  The Evidence-Based investment approach we practice to help our clients achieve their financial goals is supported by the fiduciary responsibilities we uphold. We provide world-class retirement management solutions for like-minded, successful people who seek a worry-free retirement that allows them to enjoy the lifestyle they desire.

Steve established Retirement Advisors, Inc. in 1996 in order to provide Fee-Only, financial planning and investment advice.  He began to notice that the financial services industry was not providing a basic resource: advisors that truly cared about and worked for the people he/she served. For over 25 years, Steve has specialized in helping people transition into, and maintain, a successful retirement.

Steve is a graduate of the University of South Alabama, and is certified to use the CFP® (Certified Financial Planner®) and CPWA® (Certified Private Wealth Advisor®) designations. He enjoys boating, fishing, and golf.

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At Retirement Advisors, Inc., we strive to provide comprehensive planning and investment services to a small group of successful individuals. Our refined approach focuses on the process of transitioning from depending on an employment-produced income to living off an income generated from investment holdings. Narrowing our client base enables us to provide more personalized services and concentrate on the unique concerns of each client. We are experts at guiding people into retirement and helping them avoid many of the major mistakes often made.

Our Beliefs

  • Financial advice should be provided in a fiduciary manner; placing the interests of the client above all else.
  • We should only work with people for whom we can significantly impact their finances.
  • Investments should be geared towards accomplishing your goals.
  • Investment strategies should be based on academic research, not emotions.
  • Investment strategies should be completely transparent to the investor.
  • Taxes and fees will reduce your investment returns, so these costs should be properly managed.

At Retirement Advisors, Inc., we believe clients receive tremendous value working with an experienced, independent, financial advisor who is committed to helping them achieve their goals. Financial advice should be provided in a fiduciary manner; placing the interests of the client above all else. Investment strategies should be based on academic research, not emotions and should be completely transparent to the investor.

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