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Steven Kaye

Consistently Good Advice In A Constantly Changing World ®

Aepg Wealth Strategies
PRESIDENT

Warren

NJ

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Self Employed T/A 38 years, 1 month Jun 1981 - Present
American Economic Planning Group,Inc. 38 years, 4 months Apr 1981 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Investment Management Consultants Association
    Membership
    Investment Management Consultants Association
    IMCA—Investment Management Consultants Association—was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to best serve their clients.
  • Accredited Asset Management Specialist
    Designation
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Employee Benefit Specialist
    Designation
    Certified Employee Benefit Specialist
    Individuals certified are knowledgeable about employee benefits such as compensation structures. Program is overseen by Wharton School of Business at UPenn and Dalhousie University.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Certified Retirement Counselor
    Designation
    Certified Retirement Counselor
    Bachelors degree or equivalent with two years relevant professional experience (within the past five years) or high school diploma or equivalent with five years relevant professional experience (within the past seven years); Passing a background check.
  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Answers

Ask a financial questionAsk a question
In a divorce does the spouse have to wait for the other spouse to retire so they dont get penalized for getting it early?
Diane,If your husband's plan is a qualified plan, you might be able to receive as part of your divorce settlement Qualified Domestic Relations Order (QDRO),a court judgment, decree, or order. The QDRO specifies what the plan administrator is to do with the spouse's share of the plan. There are a f...  (more)
Answered Jan 2015
How do I find out if I'm entitled to Kodak Retirement benefits, and how can I claim them?
Charles, here are some useful contact numbers for you:Kodak Retiree Service Center &Benefits Center: 1-888-719-0488Kodak SIP Service Center: 1-800-747-4968KREBA Kodak Retired Employees Beneficiary Association: 1-855-823-5534, www.k-reba.com...  (more)
Answered Sep 2014
Social security?
Stephen,If you started collecting your benefits you can suspend your benefits until age to allow them to grow. Your spouse can take their spousal benefits on your earnings record if they have reached Full Retirement Age (FRA). Under the budget act of 2015, which was signed into law Nov. 2, 2015,...  (more)
Answered Nov 2015
Am inquiring about my Sara Lee pension plan?
Try the contact information in this link for general information:https://www.qdrodesk.com/plans/SARA-LEE-CORPORATION-CONSOLIDATED-PENSION-AND-81211.shtmlThere is not enough information in your question to help you.Steven908-757-5600...  (more)
Answered Nov 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Mar 3, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on March 4, 2019
      • $800.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 550
        number of clients
      • $1.5M
        Estimated Average Account Balance Per Client

    Aepg Wealth Strategies

    Last updated on April 23, 2019
      • $912.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $535.7K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees