Broker Check

About Our Clients

Steve believes that everyone with an income can benefit from financial planning.  Steve serves clients of all ages: Early career (25-49) Pre-retirement age (50-65); & Retirement age (65 & up) & can offer recommendations for each stage.  We can also help those that have been affected by a death of a loved one and we have a special place in our hearts for teachers & state employees and love to help them navigate the OPERS processes.  We also have a strong clientele of nurse practitioners, who appreciate our planning program.   Our clients want to stay in control of their money instead of handing it to the government, so we place an emphasis on tax savings as we plan.  

For over 40 years, Steve has been helping individuals plan for their future and enjoy their retirement years.  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) & emergency funds
    • Investments (pensions, 401(k)’s, IRA’s)
    • Building Wealth
    • Tax Planning
    • Leaving a Legacy for Loved Ones