Single people may not have someone with whom they can discuss their life dreams and transitions and the ensuing financial implications. Enter Steve.

One of Steve Margulin’s clients calls him her Financial Husband. She says, “I don’t have to cook for him and there are no complications of romantic involvement. I just have a long-term professional relationship with someone who will be there with me and walk me through all the important decisions of my life.”

Another client moved from Texas to Colorado, took an early retirement in Texas, and intends to work a few more years in Colorado.… MORE...