Stephen Blum, CFP®, AEP, CLU, ChFC

Stephen Blum, CFP®, AEP, CLU, ChFC

President

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Phone: 214-727-6000
Fax: 866-913-8315
Mobile Phone: 214-735-1706
E-mail:

Steve founded Strategic Wealth Planning in 2003 and built the firm around client input.   Driven by a passion to help clients disinherit the IRS, Steve empowers his clients to reach their ultimate financial and personal goals.   Steve also guides clients in separating their emotions when making financial decisions.

Business Owners

A main focus of Strategic Wealth Planning is business owners.  In five minutes Steve can demonstrate to business owners that selling their business for 10 Million dollars really doesn’t buy the retirement they have always wanted.  In his relaxed yet direct style, Steve uncovers pain points entrepreneurs did not even know existed. 

Steve starts with a business owner’s desired outcome and travels backwards to uncover steps needed to successfully sell one’s business.  Steve understands industry multiples; how to engage an exit planning team, building business value, and most importantly – taxes.  Taxes can claim almost a full third of a business sale and Steve demonstrates how entrepreneurs can mitigate this risk.

“Taxes are an inevitable threat to a business owner’s well-being before and after their business is sold.  But with a strategy to mitigate these taxes, an entrepreneur can alleviate their tax burden and harvest the most from their business.”

Strategic Wealth Planning specializes in serving business owners, and added expertise in technology allows Steve to reach beyond just the financials and more fully engage with his clients’ businesses.  In addition to Strategic Wealth Planning, Steve owns the consulting firm Blum Management Group, Inc which owns an IT firm (SouthWest Professional IT) that specializes in providing technology and talent to other companies.  Complementing his financial advisory firm with services in technology and management consulting really differentiates Steve’s companies from his competitors. 

Background

Before founding Strategic Wealth Planning, Blum served as an accountant, financial analyst and business planning specialist.  His experience covers a wide spectrum of finance including forensic accounting; corporate bookkeeping; financial planning analysis and reviewing wills, trusts and business documents. Steve’s multidisciplinary convinced him that it is a mistake to focus on a single area of financial planning for a client.  Steve asserts, “So many client issues cross over several disciplines at once so it is important to address client problems from a 360o approach”.

Steve is an Overland Park, KS native who graduated from Southern Methodist University with a double major in accounting and finance.  Texas Monthly has honored Steve three times as one of The Five Star Wealth Managers. Steve is a caring husband, has a precious daughter named Hannah and is an avid hat connoisseur.

Professional Designations

Blum is a CERTIFIED FINANCIAL PLANNINGTM Professional, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and an Accredited Estate Planner (AEP). Steve is an Investment Adviser Representative of Strategic Wealth Planning.