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Total Financial Management

Steve has been a leader in the financial services industry since 1979.  His practice provides extensive problem-solving capabilities , and comprehensive financial services to hundreds of clients across the country.

Steve's emphasis is on "Total Financial Management", including:

*  Retirement planning strategies, estate preservation, long term care planning alternatives, and other pertinent issues of senior care planning:

*  Investment strategizing, employee benefit programming, and business continuation capabilities.

  "We look forward to the opportunity of our working together, and being of help to you and your family"

Please call Steve to arrange your no cost, no obligation intial consultation.