Retirement Plans

Steve helps his clients create, protect, and sustain income-for-life as a means of leading them through the difficult transition from work income to retirement income.  As an independent financial practitioner in one of the largest financial networks in the US, Steve has access to a wide variety of updated products he can utilize to fit the unique needs of each client.

Firsthand Long-Term Care Perspective

Few financial representatives understand long term care better than Steve.  His knowledge of the industry comes partly through personal experience, having helped both of his parents with their respective long-term care needs.  That allows Steve’s service to his clients to come partly from a firsthand appreciation of their situation.  Steve’s experience helping hundreds of clients apply their investments, life insurance, and long-term care resources into practical lifetime use places him among the more seasoned, helpful people in the industry.

Steve’s clients generally are at the crossroads of work and retirement.  They are Baby Boomers seeking to continue asset growth but also need reliable retirement income risk-curbing recommendations.  Like Steve, they may have helped their parents or other relatives with their long-term care needs and are wondering how to reduce that expense risk should they also need long term care–and to help ensure they get that care at home not in a facility.

Steve helps answer these types of questions and more.