Stephen Haidt

CFP®, CPWA®

Retirement Advisors, Inc.

Financial Advisor

Stephen Haidt

CFP®, CPWA®

Retirement Advisors, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Stephen Haidt, CFP®, CPWA®

(251) 344-0707

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

Stephen Haidt established Retirement Advisors, Inc. in 1996 in order to provide fee-only advice to successful individuals.

Retirement Advisors, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions.

Retirement Advisors is an independent, fee-only wealth management firm, which, because of their fiduciary responsibilities, uses an evidence based approach to help clients achieve their financial goals.

Stephen Haidt is a Mobile, Alabama fee-only financial planner. For over 25 years, he has specialized in helping people transition into, and maintain, a successful retirement. As a fee-only and fiduciary advisor, he is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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 spending time with his family, boating, fishing, and playing golf.

Stephen Haidt is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Successful Individuals
  • Sale of Business
  • Business Owners and Executives
  • Sudden Money Situations

Working Together

  • Clearly Defined Meeting Process
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Stephen Haidt is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Stephen Haidt is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPWA - Certified Private Wealth Advisor
    Stephen Haidt is a Certified Private Wealth Advisor ® (CPWA®)

    The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.

  • Financial Planning Association
    Stephen Haidt is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Stephen Haidt

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Office Locations:

  • 1009 Downtowner Blvd.
    Mobile, AL 36609

The Power of Retirement Advice

Published on Dec 10, 2015

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. http://plantoretire.com/

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