Investment Advisory and Financial Planning Services

Through affiliations with Commonwealth Financial Network, the nation's largest, privately held Registered Investment Adviser-independent broker/dealer, and the office of Hendricks Financial Services, an independent financial services firm specializing in comprehensive financial planning, Steve has enhanced his ability to help you plan for your future.

Regardless of your level of wealth, Steve has access to sophisticated asset allocation concepts, utilizing modern portfolio theory, to provide investment plans to simplify your financial life while strengthening and protecting your overall wealth management.

Highlights include:

  • A full range of strategies: active, passive, alternative, tax efficient, as well as socially responsible approaches, incorporating exchange-traded funds, alternative investments, managed accounts, and retirement plans
  • Teams of investment experts actively manage your portfolio by utilizing a strategy that incorporates your risk/reward profile
  • Straightforward fee structures, based on a percentage of the assets you invest, ranging from simplified low-cost exchange-indexed portfolios to customized strategies

Some things to consider:

  • How personalized is the guidance you are receiving?
  • Do you know the likelihood of success of your retirement planning?
  • Do you have rollover IRAs that could use an audit to ensure they are properly aligned with your goals while keeping your fees low (and getting the most out of the fees you are paying)?
  • Might you be missing opportunities to enhance your returns or to protect what you've saved?

Let's answer these questions together. Making complex decisions about how and where to invest your money takes a lot of time—and your time is as valuable as any investment. We can help, give Steve a call.