Steve, Co-Founder and President of Interlinc Financial, is driven by his passion to safeguard clients' wealth and lifestyles, and he adopts an educational approach to empower clients with the knowledge needed for informed decisions about their futures.
Steve's strategic thinking skills were honed during his tenure as a Navy Tactical Strategist, specializing in Warfare and Search and Rescue operations throughout the Cold War, Desert Shield, and Desert Storm eras.
Furthermore, he has successfully completed the rigorous CFP® Education Program and consistently pursues 40 continuing education hours per year. Steve is a proud graduate of San Diego State University, with a degree in Finance and extensive background in Molecular Biology. Steve is a Series 65 Securities Licensed Fiduciary, holds a life Insurance License, is an esteemed member of the Financial Planning Association, and is a member of the National Institute of Certified College Planners.
Steve Meeks, RFC©, CCFS©
Education Centered
Prioritize the welfare of your loved ones by gathering information from professionals in the industry to explore potential avenues for reducing the tax impact on your retirement income, including Social Security. If you are looking for ways to carefully position your investments at reduced risks, all while prioritizing the protection of your family, this might be the process for you.
In testimony to congress on how to "fix the nation's debt" problem, the Honorable David M. Walker, CPA, said:
“...the tax rate for the lowest tax bracket would have to be increased from 10 percent to 25 percent; that tax rate on incomes in the current 25 percent bracket would have to be increased to 63 percent; and the tax rate of the highest bracket would have to be raised from 35 percent to 88 percent.”
-David M. Walker in the 2008 CBO Report: The Long-Term Economic Effects of Some Alternative Budget Policies
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This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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Investment advisory services offered through Interlinc Financial Advisors, Inc., a registered investment advisor. Insurance products and services are offered and sold through Interlinc Insurance Group, Inc. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker-dealer services. Advisory clients are charged a fee for assets under management while insurance products paya commission, which may result in a conflict of interest regarding compensation.
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What the IRS Doesn't Want You to Know About Your Retirement
Tuesday, March 25th @ 6:30 PM
Davidson-Gundy Alumni Center (at UTD) Room 1.128
2501 Drive G, Richardson, TX 75080
Join us for a private educational workshop and learn how to chart a course to a tax-free retirement
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Limited seating. Registration required. Please arrive 15 minutes early if possible.
Navigating Retirement With Purpose
Attend This Workshop And Learn:
How the latest 2025 tax rules will impact your retirement and how to navigate them.
Ways to structure your retirement savings for long-term peace of mind.
How to minimize or eliminate retirement and estate taxes through proven strategies helping your legacy.
The benefits of Roth conversions, strategies to minimize tax while converting and how they can reduce your tax burden over time.
How to leverage tax-loss harvesting to offset gains and optimize your investment strategy which will reduce your taxes.
The power of Donor-Advised Funds (DAFs) and Charitable Remainder Trusts (CRTs) for tax-efficient charitable giving to reduce taxes.
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Common misconceptions about retirement planning—and what you need to know to avoid costly mistakes for your family.
Financial strategies designed to boost your retirement income and ensure it lasts a lifetime.
What happens when a spouse passes away and how they are taxed than when married. Strategies to avoid this.
What the IRS Doesn't Want You to Know About Your Retirement
Thursday, May 15th @ 6:30 PM
Collin College - McKinney Campus
Conference Room
2200 W University Dr. McKinney, TX 75071
Join us for a private educational workshop and learn how to chart a course to a tax-free retirement
OR
Limited seating. Registration required. Please arrive 15 minutes early if possible.
Navigating Retirement With Purpose
Join Us
OR
Limited seating. Registration required. Please arrive 15 minutes early if possible.
Click the button below to register now!
What the IRS Doesn't Want You to Know About Your Retirement
Join us for a private educational workshop and learn how to chart a course to a tax-free retirement
OR
Limited seating. Registration required. Please arrive 15 minutes early if possible.
Navigating Retirement With Purpose
Tuesday, June 10th @ 6:30 PM
Collin College Frisco Campus
J Building Classroom J115
9700 Wade Blvd Frisco, TX 75035
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Limited seating. Registration required. Please arrive 15 minutes early if possible.
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