Profile: Stephen Leitzell

Steve is a well-known financial advisor based in Farmingdale, New Jersey. Founder of Asset & Income Management, Inc., he previously served as CEO and President of Couch Braunsdorf Financial Group and Founder and President of Life Investment Planning, Inc.

A graduate of Rutgers University with a degree in Business and Economics, Steve has passed 27 rigorous exams earning professional designations as a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, in 2016 Retirement Income Certified Professional, and Security Registrations 6,7,22,63 and 65. Steve was the recipient of the prestigious 2012 and 2019 New Jersey Five Star Wealth Managers Award. He has been featured in articles and been a contributing author. Steve has been helping clients with investment, estate, education and retirement planning since 1978. He has spoken before industry groups and given seminars on estate planning, retirement planning, financial planning, and investment and income allocation strategies.





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Stephen Leitzell

Stephen.Leitzell@RetireVillage.com

104 Peskin Rd. Farmingdale, NJ 07727

(732) 612-3034

www.aim-leitzell.com

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Disclaimer: The information presented here is intended as information only and is not intended to repesent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.