New Smyrna Beach Retirement Solutions is an independent financial advisory firm serving retirees and pre-retirees in New Smyrna Beach, Edgewater, Port Orange, Daytona Beach, and Volusia County, Florida. Founded by Steven L. Rich, a Retirement Income Certified Planner (RICP®) and National Social Security Advisor (NSSA®), the firm provides personalized, one-on-one guidance to help clients make informed decisions as they approach and navigate retirement.

Its planning services include retirement income strategies, Social Security guidance, Medicare guidance, and tax-efficient investment planning. The firm starts with clients’ income needs, tax considerations, and benefit decisions, then considers investments in the context of the overall plan. Steven works directly with clients from start to finish, offering a local, face-to-face alternative to larger national offices.

Education is also central to the firm’s approach. Through AFEA workshops and community events, Steven explains topics such as Social Security, Medicare, and retirement taxes using practical examples. Investment advisory services are offered through Signal Advisors Wealth, LLC, while insurance products and services are offered through New Smyrna Beach Retirement Solutions.