Turn Business Success into Personal Wealth
with less tax and more time for what matters
You’re thriving in business and saving aggressively.
But between client demands and growth challenges, you don’t have the bandwidth—or desire—to moonlight as a financial expert.
Every hour spent researching tax strategies or investment options is an hour stolen from your family, your business, or the rare chance to breathe.
What you need is someone who can bridge the gap between your business finances and your personal wealth.
You're Succeeding.
But Is Your Money Working
as Hard as You Are?
Right now, your financial life probably feels fragmented:
Your CPA files taxes once a year—giving you a rearview mirror, not a roadmap.
Your advisor doesn’t speak fluent entrepreneur and loves saying, “That’s outside my expertise.”
Your banker only sees the loan side, missing most of the puzzle.
Meanwhile:
Every tax season feels like a shake-down.
Retirement and wealth-building opportunities vanish faster than your free time.
Saturdays disappear into financial rabbit holes that lead nowhere.
No one is connecting the dots.
It’s like standing on a half-built bridge—your business success on one side, your family’s financial future on the other. We make sure you get all the way across.
OUR HOLISTIC APPROACH:
Stewarding Success Into Wealth, Freedom & Impact
ONE ADVISOR FOR BOTH SIDES
We align your business cash flow with personal goals so your strategies work together. As a CPA, CFP® professional, and business owner, Steve understands the realities of cash flow cycles, tax complexity, and the constant pull between reinvesting in growth and building personal wealth.
ADVANCED TAX PLANNING
High-income business owners face tax challenges most advisors can’t navigate. We design retirement plans, optimize business structures, and create multi-year tax strategies that keep more money in your pocket.
CASH FLOW & WEALTH BUILDING
Variable income isn’t a problem. It’s a planning opportunity. We help you turn unpredictable earnings into steady, long-term wealth.
RISK MANAGEMENT
Your risks are different from those of employees. We help you identify potential holes in your risk protection and connect you with the right insurance professionals to help implement the right risk management strategies.
Our Process:
How Business Success Becomes Personal Wealth
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A quick, no-pressure conversation about your business, your goals, and whether our approach fits.
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Bring tax returns, business statements, savings and investment accounts, and insurance policies. We’ll review the full picture and provide immediate feedback.
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You’ll receive a written financial plan covering tax optimization, short and long-term planning, investment allocation, and coordinated wealth strategies.
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We don’t stop at the plan. Expect ongoing reviews, proactive tax planning, and adjustments as your business evolves.
“Steve is an experienced advisor that will tailor a plan very specific to your goals, and preferences. He has proven to be very responsive to any questions and regularly meets with us. It’s a welcome change from the investment companies you see on TV.”
- Adam M.
Testimonials are from current or previous clients of Simply Steward, LLC. No compensation was paid for any testimonial on this website and were freely provided by clients. For a listing of all Google reviews, please go to simply steward - Google Search
Your Business Success Deserves to Be Stewarded Wisely.
We’ll help you bridge the gap between what you’ve built and the wealth you want to carry forward—for your family, your future, and your community.