Meet one of Everwise Investment Services' knowledgeable CERTIFIED FINANCIAL PLANNER™ professionals.
I want to establish a long-lasting relationship with you and serve you by developing a financial plan based on your specific situation, while educating you on financial matters that are important to you.
For most people, achieving and maintaining financial strength is a lifetime goal. It involves planning, preparation, performance and follow-through at all three stages of the financial life cycle:
- Protection: The first priority is protecting what you have, including your standard of living, through insurance protection programs for individual family and business needs.
- Accumulation: Next, you will want to save and invest through diversified investment programs, which may include mutual funds, stocks, bonds, annuities, money market funds, limited partnerships, unit investment trusts and other products, depending on your financial objectives.
- Wealth Management: And finally, the timely, effective management of your assets, including tax planning, transfer of assets and estate planning is vitally important.
- CERTIFIED FINANCIAL PLANNER™
- Registered Representative of LPL Financial
- Licensed Insurance Agent
- Check Steve's background on FINRA's BrokerCheck
Let's work together to develop a plan to help you:
- Retire more comfortably
- Maintain your assets and your financial future
- Fund your children's or grandchildren's education
I am dedicated to helping you build financial strength and financial well-being for life by offering the following services.
- Financial Planning
- Investment Management
- Personal Financial Assessments
- Tax-Advantaged Investment Planning
- Retirement Income Planning
- Wealth Management
- Portfolio Management
- Comprehensive Financial Guidance
- Retirement Planning
- Insurance Planning
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Everwise Investment Services and Everwise Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Everwise Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Everwise Credit Union or Everwise Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Your credit union ("Everwise Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Everwise Credit Union for these referrals. This creates an incentive for Everwise Credit Union to make these referrals, resulting in a conflict of interest. Everwise Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.