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Collaborator Profile

Ridgemont Financial

Wealth Management

Dr. Stepheny Finnie

Dr. Stepheny Finnie

Annuity Specialist · Ridgemont Financial

Dr. Finnie brings an advanced academic perspective to the real-world challenges retirees face today. She helps clients navigate the financial complexities of retirement with clarity and confidence.

Areas of expertise

  • Annuities and guaranteed retirement income
  • Retirement income planning
  • Sequence-of-returns risk management

Editorial relationship

Stepheny contributes original commentary to Palm Beach Golf Lifestyle on topics within Stepheny’s area of expertise. Articles she authors are attributed to her as a named expert, not to the publication, and link back to this profile. Palm Beach Golf Lifestyle is an ad-supported publication and is not a brokerage; nothing on this profile constitutes financial, legal, or tax advice.

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Wealth managers, lenders, insurers, and home-services professionals serving Palm Beach golf-community homeowners.

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Palm Beach Golf Lifestyle is owned and operated by 7671 Enterprises LLC. We are not a brokerage. Profiles of named collaborators are for informational purposes only. Nothing on this page constitutes financial, legal, or tax advice. Verify any figure or strategy with the relevant professional directly before acting.