Steve Hornstein, Esq., CPA, CFP®, LL.M
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.
I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.
Steve Hornstein opened his Woodland Hills office in 2002, to assist individual and business clients to define and work towards meeting their financial and investing goals. Samara Lewinson took over for Evan Press in 2017 and manages investments jointly with Steve.
Your Trusted Guides. The prospect of building wealth through successful investing has rarely been more challenging or important. But, it is not easy. You need a trusted guide. You need someone who can translate your goals and resources into a plan, and then implement that plan. You need someone who can help you avoid common investor mistakes and keep you on the straight and narrow path to your ultimate goal.
As Financial Advisors, Steve and Samara are those trusted guides. We can help you define your long-term investment objectives, build and implement a personalized investment plan designed to help achieve those objectives and, perhaps most importantly, help you stick to your plan when the going gets rough.
Personal Investment Plan. We understand that the greatest plan in the world will not work for you, if it is not yours. For that reason we take the extra time to get to know you and for you to get to know us. We work with you as trusted partners to develop your own personal investment plan. Hornstein Financial is a small office and every client is special.
Complete Wealth Management. Hornstein Financial takes a comprehensive approach to wealth management, integrating investments, tax reduction strategies and estate planning. The three areas need to be coordinated and pull together if you are to achieve your long-term financial goals.
We offer a broad range of services including the following:
- Investment Management
- Retirement Planning
- College Savings
- Trust Investment Accounts
- Financial Advising
- Social Security Planning
- Tax planning*
- Personal and Business Tax Returns*
- Trust Tax Returns*
- Estate Planning*
- Trusts and Wills*
* Offered through Hornstein Financial and Hornstein Law Offices, which are separate entities.
If this approach interests you, please read on and then contact us at (818) 887-9401 or email: firstname.lastname@example.org.
***12b-1 fees may apply.
**Nominal transaction charges may occur.
**Annual fees are based on a percentage of assets under management.
Office: (818) 887-9401
Toll-free: (888) 280-8100
Fax: (818) 887-7173
CA Insurance Lic. #OB66743
Steve H. Hornstein is a registered representative with and securities are offered through Avantax.