Stephen Stricklin

Founder, Wise Wealth LLC

Stephen Stricklin is the president and founder of the independent, full-service wealth management firm, Wise Wealth. After starting his career as a teacher and coach, Stephen took his passion of educating others and adapted it to the financial services industry. He was motivated by the desire to bring financial wisdom to his clients. He enjoys working with business owners, professionals, families and individuals who believe that wealth is a tool that needs to be managed wisely in order to produce the best results.

After working as a representative of an insurance company and an advisor of a national investment brokerage firm, Stephen launched his own registered investment advisory firm, Wise Wealth LLC. The slogan he developed as he began remains the cornerstone of his firm and its advisors: First Wisdom, Then Wealth.

Stephen believes financial peace comes from having a plan. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Kingdom Advisor™ and he holds insurance and securities licenses. He believes in listening to his clients and creating customized financial plans based on their unique needs and goals.

Simplify Your Retirement

Publication Date: May 2017

Many people travel through life without ever creating a financial plan. They may be “too busy” or think it’s “too complicated.” However, having a plan can significantly improve your peace of mind and allow you to pursue your dreams to and through retirement.

In Simplify Your Retirement: Timeless Principles To Achieve Financial Peace, Stephen Stricklin addresses those who understand the importance of having a plan and who want freedom from financial worries. He details the “Five Principles of Financial Planning”:

1. No investment decisions outside the context of the plan.
2. The plan determines the products.
3. Don’t let your portfolio take a HIT (health care, inflation,
and taxes).
4. Protect the income; grow the rest.
5. Financial peace comes from having a plan.

This book is for people who have investments, but do not have a plan. It’s for people who have a goal to retire, but want to
know what to do in order to get there and then enjoy it.

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