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Robert Stephen Capital Managment LLC

WELCOME

Robert Stephen Capital Management LLC is a dba of Streeter Moore and Stipe LLC which is a SEC Registered Investment Advisor specializing in financial planning and investment management. Our underlying philosophy is evident during the client process - identify "risk".  Understanding "risk" enables us to develop comprehensive, cohesive financial and investment strategies that allocate assets toward preserving, growing and/or providing lasting wealth for our clients.

Our firm is committed to making certain that any and all presented solutions are client-driven and never product-steered.  We are able to accomplish this by being "truly" independent - work with multiple investment custodians and independent providers.  Our loyalty belongs exclusively to our clients. 

We invite you to tour our website, where you will find additional information on our risk-first methodology and a wealth of information in the form of newsletter articles, calculators and research reports.

Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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