Steven Floyd, EA, CEP is a financial professional with The Retirement Income Group and an Investment Adviser Representative (IAR) with Brookstone Capital Management. He is also an Enrolled Agent (EA)—a federally authorized tax practitioner designated by the IRS—which means the IRS trusts him (and that’s saying something). As a Certified Estate Planner (CEP), Steven integrates tax and estate considerations into comprehensive retirement income strategies, so clients don’t accidentally leave their legacy to Uncle Sam.
Steven works with pre-retirees and retirees to help protect principal, manage market risk, and create predictable income strategies designed to support long-term financial confidence—without relying on hope, hype, or market guessing. His approach emphasizes education, transparency, and disciplined planning, helping clients make informed decisions before, during, and throughout retirement.
A graduate of the University of Southern California, Steven earned a Bachelor of Science in Finance in 1982. His decades of experience contribute to a calm, detail-oriented approach to financial planning and client communication—especially when markets get loud.
At The Retirement Income Group, Steven is committed to providing personalized guidance aligned with each client’s financial objectives and legacy goals, helping them retire with clarity, stability, and peace of mind (and fewer sleepless nights).