Health and Life

• Life Insurance
  His financial services career began after watching an entire one of his classes of firefighter trainees get signed up for an inadequate life insurance policy payroll deduction. His complaint to the provider resulted in an offer for him to take over their services to fire and police departments in the area, which he accepted. As a result, most of Steve’s clients are firefighters, police officers and their extended families. The fact that Steve understands their pension system, 457 plans and Deferred Retirement Option Plans (DROP plans) and doesn’t speak to them in “financialese” makes him a natural fit to partner with in their financial journeys. Firefighters and police officers serve the public in their worst of moments – not for the money, but for the sense of pride and intrinsic reward. As a financial advisor, Steve is able to get that same sense when he is able to help his client avoid financial pitfalls.
• Long Term Care

Business

• Business Insurance