Who We Are


Stephen Haidt, CFP

Stephen is the founder and owner of Retirement Advisors, Inc.

His background includes:

Graduate of the University of South Alabama.

Over twenty years of retirement planning experience.

NAPFA-Registered fee-only financial advisor

Authorized to use the Certified Financial Planner (CFP) designation by the International Board of Standards and Practices of Certified Financial Planners (IBCFP). To qualify, an individual must meet the experience and ethical requirements of the IBCFP and successfully complete coursework and pass examinations in the following areas:

  1. The Financial Planning Process.
  2. Risk management (insurance).
  3. Investments.
  4. Tax Planning and Management.
  5. Retirement Planning and Employee Benefits.
  6. Estate Planning.

Retirement Advisors, Inc. is a Registered Investment Advisor (RIA) with the U.S. Securites and Exchange Commission (SEC).

Member of the National Association of Personal Financial Advisors (NAPFA). Only financial advisors who provide comprehensive planning services and receive no commissions can become members.

Experienced teacher of "Retirement Planning in the 90's" for the University of South Alabama.

Experienced presenter of financial, retirement, and investment planning workshops to the employees of several major corporations.

    
 

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