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Our Passion

For over 30 years, Steve has been helping individuals plan for their future and enjoy their retirement years.  He is dedicated to building lasting relationships, assisting his clients in securing financial peace.  Steve has a passion for showing clients how to achieve their goals and prepare them to pass their assets on to future generations.

Steve guides clients through the steps of retirement planning (which is so much more than just investing money) by focusing on the following principles:

    • Setting Goals
    • Budgeting (Eliminating Debt)
    • Insurance and Annuities
    • Investments (pensions, 401(k)’s, IRA’s)
    • Building Wealth
    • Tax Planning