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Steven Mark Clott

People with money are asking why their financial advisors aren’t discussing important things like protecting their savings, making them last, and passing them on to the next generation. These clients aren’t interested in “get rich quick” schemes; they want advisors who can help them manage what they have wisely.

The problem is, many advisors focus on making money through investments, not on things like tax planning and wealth preservation. This creates a gap where clients are more informed than their advisors on these crucial topics.

This is the perfect time for advisors to educate clients about “the second half of the game”: helping clients keep their money, not just grow it. Clients value planning and want advisors who can talk about things like IRAs, Roth conversions, rollovers, and long-term-care.

Even though advisors might not explicitly say they do tax planning, many of their actions already impact taxes. By getting educated on these topics themselves, advisors can help clients who are looking for more than just investment advice.

This is especially important for younger generations who are more informed and expect different things from financial advisors. They need advisors who can talk about the whole picture, not just short-term gains.

Steve Clott has provided residents of the Greater Philadelphia Region, Delaware Valley Tri-State Area, and beyond, affordable tax services since 1974. He launched his career working for a center-city Philadelphia accounting firm, became a Certified Public Accountant licensee in 1978, and soon rose to senior staff accountant. In 1983, he left to start his own CPA tax practice in suburban Philadelphia, and in 1996, he earned his Certified Financial Planner ™ and Enrolled Agent designations. To greater serve the needs of his clients, Steve started Dedicated Investment Advisers, LLC in 2003. Four years later, he created Dedicated Insurance Advisers, LLC, furthering his portfolio of financial planning and long-term care insurance planning services.

Steve graduated from Temple University in 1974 with a Bachelors of Business Administration degree in Accounting. He is married, with two children, and five grandchildren. He is a PA licensed CPA, a CFP candidate, a PA licensed Registered Investment Adviser, and an IRS federally licensed Enrolled Agent, who owns and operates a specialized tax services firm serving clients in Philadelphia and its western suburbs.