Stephen Korving is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Korving & Company, LLC in Suffolk, VA and the surrounding communities.
"Financial success" means something different to each of us. I am in this business because I truly enjoy helping people make informed decisions regarding their financial affairs so that they achieve their personal vision of financial success.
Financial information is readily available 24/7/365, often in loud soundbites; my job is to distill what's relevant from what is simply noise so that the people I work with can spend their time focusing on their families, their careers, and the other things that are meaningful in their lives. Helping people make informed decisions to reach their goals is one of the most fulfilling parts of my job.
As a Certified Financial Planner™, my specialties include: Investments & Portfolio Management, Financial Planning, Investment Advice, Estate & Legacy Planning.
I work mostly with those approaching or already in retirement, helping them to create an investment and income plan that sees them through their retirement. I also work with a large number of younger people that are early- to mid-career who are looking for help with putting a financial and investment plan in place to ensure their financial success and secure their retirement future.
To learn more, visit my website: www.korvingco.com
Individually, I have over 15 years of investment experience. Of that, almost 5 years was spent working with institutional clients, analyzing and helping to provide advice to multi-billion dollar portfolios for wealthy individuals and institutions. I have over 10 years of experience in working with more traditional clients: retirees, those preparing for retirement, and early- to mid-career people who want guidance on creating a financial and investment plan.
Collectively, our team of three has over 60 years of experience in working with a wide variety of individuals, families, businesses and institutions.