Steven Aupperle, President of Turnkey Retirement Solutions, has been assisting pre-retirees and retirees for over 20 years. He is a CPA and prepares tax returns and does tax planning as well as retirement planning. He is a resident of a retirement community (Frisco Lakes) so he understands the needs of his clients.
Steven focuses on the needs of retirees and people planning for retirement and is determined to provide his clients with advice on protecting their hard earned nest egg. Whether guaranteed income in retirement is a priority or growth in the upside of the market without the downside risk is important. Steven will find what is the motivation for his client in their preservation and distribution stages of retirement. He also recommends strategies to increase clients’ Social Security benefits.
Steven can provide most of the insurance and investment needs of his clients. This includes Long Term Care protection, affordable life insurance, Medicare supplements, annuities, dental insurance, critical illness insurance, retirement and tax planning, and Social Security planning. Being a CPA, he can also plan for the tax effects of his clients on their retirement, Steven is a Certified Public Account, a Chartered Financial Analyst and has an MBA from the University of Iowa. He was Chief Financial Officer or Chief Operating Officer of several life insurance companies, including a MetLife company. He has been licensed with the Texas Department of Insurance since 2004.
