Life’s next adventure is waiting.
Start planning for your retirement with
Streit Smart Capital.
Life’s next adventure is waiting.
Start planning for your retirement with
Streit Smart Capital.
Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.
Streit Smart Capital is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
Planning Process
Retire with Confidence.
Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.
Team
Read about the advisor and staff and learn the history of the business. See contact information for each person and click to email or call individuals in the business.
Stephania Streit, Founder and President
Stephania Streit is currently owner of Streit Smart Capital, a financial practice located in Pensacola, Florida with a nationwide reach in the areas of personal financial advisement and consultation, corporate legacy planning and benefit structure, financial analysis in the legal field for attorneys within the areas of family law and estate planning. She is passionate in her desire to help others acquire financial freedom by strategically planning a customized, easy to navigate financial pathway implemented through protection of asset initiatives, wealth accumulation and tax free retirement strategies. Working in various sectors of the financial services industry for over 2 decades, Stephania founded a financial economic recovery firm, Indever LLC, focused on economic development and sustainability initiatives during 2005, when she recognized the need in the community for her experience and education in the aftermath of Hurricane Ivan. The highlight of her recovery efforts was to lead the effort of removing the Main Street Wastewater Treatment Plant from downtown Pensacola. Over a two year period, Stephania successfully lead a team from both the public (local, state and federal agencies) and private sectors for both the removal and replacement of the downtown wastewater benefiting the Pensacola area forevermore. Her achievements with Indever LLC then lead her, by request, to the smaller scale of the retail side of the financial services industry in 2010 to help businesses and individuals achieve their financial goals with her unique knowledge and experience at the smaller, individualized level.
Stephania is also an active part of her community, in such efforts as fundraising and board leadership. One of her most recent accomplishments was her service as a gubernatorial appointee as Trustee of Pensacola State College. She is a Board Member of the Pensacola Ballet and a national board member of the National Institute for Cosmetology, the national board of state boards.Since 2014, she has served as lay Board Member of the Florida State Board of Cosmetology. In addition, she also presided as Chair of the YMCA Partners to Youth annual fundraising campaign in 2012; she and her team of over 100 faithful volunteers successfully exceeded their goal of approximately $200,000 for the year. These monies were able to positively affect hundreds of children and families (including the homeless) in the Pensacola area affording them the ability to participate in after care, sports and fitness programs for the development of a positive self-image, embodying the mission of the YMCA as a partner to the community.
Stephania has 2 children, Daniel, a Marine and Ashley Wilson, a third grade teacher. Stephania attended the University of Southern Mississippi receiving a B.S.B.A. in Economics and International Business and a M.S. in Economic Development along with several certifications in the financial industry over her financial career.
Resources
Featured Financial Articles.
6 Tips For Handling Taxes in Retirement
Retirement is a stage in life that many look forward to. However, it comes with its [...]
Legacy Planning and What It Involves
Legacy planning is a comprehensive process that covers traditional estate planning activities such as trusts and [...]
Tax Strategies: How to Lower Your Tax Bill in Retirement
Given the constantly fluctuating economic climate, developing strategic planning methods to ensure a comfortable retirement has [...]
Planning for the Future: Estate Planning for Young Families
Traditionally associated with older people or wealthy families, estate planning may seem like something not for [...]