Steve Templeton
 

       

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“One of the best times to invest was 75 years ago, the next best time is today.”
 


Alliance of Cambridge Advisors
NAPFA
Fee-Only
FPA


 
About Templeton Financial Planning…Taking the Worry Out of Your Financial Future Is Our Only Goal

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

Steve Templeton, CFP®, EA is the founder and President of Templeton Financial Planning, a Fee-Only financial advisory firm. Steve has worked in the financial services industry since 1996. While working for several fortune 5oo companies, he acquired experience as a personal financial advisor, registered representative, credit card analyst, mortgage representative, and tax preparer. This prior experience, a passion for helping people understand their finances, and a belief that unbiased advice comes from working only for the client, led Steve to start Templeton Financial Planning in 2004.

Steve has helped busy professionals plan for the future, small business owners with retirement planning and has worked with retired individuals and widows on tax and estate planning. Being a father and a husband, he understands the challenges couples face in saving for both college and retirement simultaneously. At Templeton Financial Planning we understand that everyone's situation is unique and work with YOU to create solutions and a plan that is tailored to meet YOUR needs.

Summary of Qualifications

Professional Affiliations

  • Member of the Alliance of Cambridge Advisors (ACA) (acaPlanners.org)
  • Member of the National Association of Personal Financial Advisors (NAPFA) (napfa.org)
  • Member of the Financial Planning Association (FPA) (fpanet.org)
  • Member of the National Association of Tax Professionals (NATP) (natptax.com)
  • Registered Investment Advisor - State of Pennsylvania (psc.state.pa.us)
  • Pittsburgh Airport Area Chamber of Commerce (paacc.com)

Education and Experience

  • Bachelor of Arts, Western Michigan University, Kalamazoo, MI (wmich.edu)
  • Graduate of the College for Financial Planning, Denver, CO (cffp.edu)
  • Certified Financial Planner (CFP®) designation (cfp.net)
  • Enrolled Agent (EA) (irs.gov)

When you work with us, you can expect:

  • Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
  • All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial Planners.”
  • Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
  • Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
  • The highest professional standards. We are committed to The ACP Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.