• A Fiduciary for advisory services
• An Investment Advisor Representative
• A Registered member of the national ethics association (NEA)
• Insurance licensed
Steve has helped hundreds of people plan for a better financial life. He works with those self employed, company employed, as well as those that work for non-profits such as schools, police departments, fire departments, the military, the post office and hospitals.
He helps his clients avoid financial industry traps and manage as much risk, distress and confusion as possible. His main objective is to help his clients protect and grow their wealth by maximizing gains and limiting large losses, so they can best provide for their families and sleep well not worrying about their money.
Steve treats the goals/objectives of each of his clients as if they were his own, in order to provide sound financial advice.
Keeping up with the myriad of products and services offered in the financial industry in order to keep his clients in tune with the latest changes is one of the hardest things in this industry. Steve thoroughly researches all of the available options to identify the top solutions. When you meet with Steve, all of the recommendations he makes are extensively researched.
Steve prides himself on being trustworthy, hardworking, genuine and caring.
Steve feels we should never take life for granted. We should treating others with respect and live life to the fullest while maintaining strong long lasting relationships. Steve knows the secret to a fulfilling personal life is: helping others to fulfill their dreams while achieving his own.
Steve's personal goals are stay healthy, physically, mentally and spiritually. To stay active with martial arts, outdoor activities and water sports, Continue to travel the world, visiting different cultures and lands and helping the less fortunate.
He wants his clients to secure the peace of mind that they have adequate financial resources. He gives them sound advice so that they can achieve their goals and dreams; being able to do what they want, when they wish, without worrying what it costs or whether they can afford it. Steve believes in using safer money strategies to help his clients achieve their long term financial objectives. He feels everyone should have someone with honesty, integrity and commitment to help make things simpler and less complicated. As a fiduciary, Steve seeks the best solutions and only makes recommendations that are in the best interest of his clients.
Steve is also a dog owner and dog lover. Please enjoy this 1 minute video showing how Steve trained his dog to be an off leash dog with no treats!
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.