Steven Kampschmidt
Freedom Found Financial
Boonton, NJ
Contact Steven
Steven can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Debt Management
- Saving and Investing for College
- Life Event Planning
- Real Estate Planning
- Business Finance Planning
Pricing
Comprehensive Wealth Management: $5,000 – $10,000 Annual Flat Fee Billed Quarterly
Think of comprehensive wealth management as offloading the ongoing responsibility of managing your portfolio vision and strategy. Clients who want to focus their efforts on what’s most important to them while having a trusted advisor oversee their assets align with this category. You’ll receive ongoing financial planning guidance and investment management services. Financial plan construction is also included within this service.
Financial Plan Construction: $2,500 One-Time Flat Fee
Do you feel like you’re doing a lot of the right things but need a professional to consolidate your financial picture for you? Are there ideas and opportunities you’re not taking advantage of simply because you don’t know how or where to start? These thoughts are healthy and by having someone organize them for you into a detailed and simplified plan, you can start your journey to building wealth. Keep in mind that this is a one-time service and once the plan is delivered the relationship will end. Should you need additional plan updates in the future you may be subject to a similar one-time fee.
About
Steven Kampschmidt is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to assisting individuals and families in their pursuit of financial freedom. After establishing a practice within Merrill Lynch, he had an increasing desire to service his clients in a way that was unavailable at almost all other firms within the industry. It was at this point that he opted to create something new, and thus Freedom Found Financial was born.
Steven also has his MBA in finance and economics from the Rochester Institute of Technology. He currently resides in Boonton, NJ with his wife Jessica, his two daughters Adeline and Evelyn, as well as his two dogs Meadow and Summer. He enjoys spending time with his family and friends. He also uses his free time training Brazilian Jiu-Jitsu, playing beach volleyball down the shore, and snowboarding during the winter months.