Steve Cunha

Retirement CFO    

Financial advising in Hampton, United States
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As a decision-maker for your company’s retirement plan, you have a great responsibility - from investment decisions to plan design features to the importance of employee education. With over 20 …
As a decision-maker for your company’s retirement plan, you have a great responsibility - from investment decisions to plan design features to the importance of employee education. With over 20 years of experience, we continue to specialize in retirement plan consulting. By bringing clear and honest solutions, we can help you manage the investment fiduciary process, discuss bold plan design ideas, host employee education meetings, provide one-to-one dedicated support and strive to eliminate the headaches of retirement plan management.

Services offered

Frequently asked questions

Q:
How are Social Security Benefits Calculated?
A:
In general, the higher your earnings (up to $160,200, the maximum taxable amount in 2023), the higher your benefits.1
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