Portfolio Management

We have several different investment approaches available from which I customize to some degree for each client based on their risk-profile, goals, and circumstances. Many clients prefer a managed allocation model approach wherein they can select, in conjunction with...

Financial Planning

Many of my client engagements begin with a financial plan, which lays out client goals along with a roadmap to and through retirement. We use MoneyGuidePro, which provides a statistical estimate of achieving client goals – e.g., 87% likelihood of not outliving your...

Keynote & Educational Speaking

Keynote Speaking for corporate, association, agency, non-profit or institutional events. Steve has presented keynotes for college graduations, public events, non-profit events, educational institutions, awards events, church retreats and many other events. Topics...