Advantages working with us:

Independence:

Steve  works as independent financial representative and Securities America, Inc. is his independent Broker/Dealer.  This independence allows him to focus on pursuing your goals, always ensuring the actions we take are in your best interest. The independent advice he provides helps to strengthen the long term relationships we build with our clients. 

Experience and Wisdom:

Steve's years of experience working with clients has given him a unique depth of understanding, the ability to develop personalized solutions, and the wisdom to apply these solutions for your success. Steve takes this responsibility very seriously.  He utilizes his experience and wisdom to help his clients achieve and maintain financial independence.

Comprehensive Financial Solutions:

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

         *Tax management

         *Investment management

          *Retirement strategies 

          *Estate conservation

          *Insurance and annuity products