Testimonials

“Steve was introduced to our architectural firm by another insurance and investment broker to help us solve a sticky retirement planning problem. His performance in designing our 401(k) plan, revising our buy-sell agreement, and heling our partners and staff is appreciated.”

“Steve has always been available and willing to compare his product proposals and concepts with those of his competition. While he is a salesperson, he is low pressure and matches his products to our financial needs. I feel free to ask him for help for me and my staff, even in situations where there is no financial gain for him. He is an avid baseball fan!”

“Since the formation of our manufacturing and distribution business in 1982, my two partners and I have been able to rely on Steve for sound financial planning advice. His integration of our personal estate planning needs with our Corporate objectives made it possible for our business to survive the traumatic death of a partner. We were able to buy out the estate of our partner which also left his family in a comfortable financial condition.”

“Because of Steve’s integrity and trustworthiness, I have enjoyed doing business with him since I started my medical practice in 1977. I know he has benefitted my partners, our employees, and our office manager with his ability to bring effective financial solutions to the table.”

“Since 1982 I have been relying on Steve’s advice and expertise in both business financial and practice management matters. Of all my advisors, his opinions and guidance have been the most effective in coordinating my personal and business lives.”