Steve Templeton (CFP®, EA)
Steve Templeton focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
Planning Specialties
Templeton Financial Planning provides Financial Management and Planning Services to individuals and families in all stages of the Financial Life Cycle.
Our Financial Review is a great way to get started and with our ongoing Financial Management and Planning option we can help with the day to day cash flow needs, tax planning and investment management. You can also get the benefits of Comprehensive Financial Planning with our Standard Retainer.
Steve will help you focus on those areas of your financial life that deserve attention:
Retirement Planning
Tax Planning and Preparation
Investments (without commissions)
Budgeting, Cash Flow, and Record Keeping
Debt Reduction and Management
Estate Planning
College Planning
Home Purchases and Refinancing
Life Planning and Goal Setting
Insurance and Risk Management
Small Business Planning
Life Transitions (such as spouse's death, remarriage, windfall, and job loss).
Additional Information
Steve Templeton is President of Templeton Financial Planning and has 20 years of experience in the financial services industry. Steve is a CERTIFIED FINANCIAL PLANNER™, an Enrolled Agent, and serves as a trusted guide and financial advocate.
Steve Templeton is a member of:
-National Association of Personal Financial Advisors
-Alliance of Comprehensive Planners
-National Association of Tax Professionals
To learn more about my experience and services please visit www.templetonfp.com or call Steve at 724-695-1087.
NAPFA Start Date
September 04, 2002
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.