In his free time, Steve enjoys…
Planning and Investment Philosophy
I work with small businesses and people of average means to help you plan for the investment risk you need to take.
It all starts with a financial plan first. Once we can get that into place, you’re going to naturally feel more secure about the investments we decide upon.
We start with identifying where you are spending your money, or where your business is spending. Then, begin the important work of figuring out how much you need to have to retire the way you dream about.
By nature, I lean towards very solid, long-term investments that we periodically review. I believe that with this solid plan, we “stay the course” even if the market fluctuates.
Steve is best suited to work with clients who are:
Why Work with a Certified Financial Planner™ Professional
To earn the CFP® designation, designees had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements
A trusted partner
Honesty and transparency is important when it comes to dealing with your finances. We’re committed to represent our clients with a high level of competency and professionalism.
Code of Ethics
Additionally CFP® professional have to adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
A clear roadmap for success
Working with a CFP® Professional provides you with the peace of mind that who you are working with has been trained to guide you through a complete financial plan.