Why Work With Steve

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, business objectives, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

Business owners, key executives and individuals have trusted me with their comprehensive planning needs since 1989. My clients continue to work with me today for a variety of reasons:

• I am genuinely committed to their success.
• I am personally dedicated to in the outcome of their strategy
• I appreciate and look out for their best interests 
• I help solve retirement income planning issues
• I help transition their business and retain key employees
• I help them provide for their family in times of death or disability
• I am the person they know they can rely on in good times, and in bad
• I am sincere and empathetic to their needs
• I help them anticipate and navigate change

I enjoy the intellectual stimulation of advanced, business related planning, and helping my clients achieve their desired outcomes. Every situation is unique and every day is different. I believe that what I do matters. What I sell matters. How I sell matters. How I service my clients matters.