Financial Advisor3212 South GlenstoneSpringfield, MO 65804Phone: 417.841.4386Email:firstname.lastname@example.org
Steve knows that every investor has different reasons to invest, depending on the life stage and personal financial goals. He keeps the financial planning process simple by helping clients:
Once these three steps are complete, Steve will present a comprehensive financial plan for your review. When your plan is finalized and adopted, he will periodically invite you to review the plan’s progress toward reaching your goals. When prudent, Steve will suggest modifications to the plan due to changes in your personal situation and / or economic conditions.
Born in Kansas City, Steve grew up in Springfield and returned home after graduating from the University of Missouri. He lives in University Heights where he and his wife, Linda Regan raised two children, Katie and Tim. A long-time member of the Rotary Club of Springfield Southeast, Steve has been active in community organizations, including the United Way and his neighborhood association. Steve recently replaced years of jogging with cycling and spinning. He is an avid fan of the St. Louis Cardinals, the Mizzou Tigers, and the Missouri State basketball Bears.
In today’s complex and ever changing financial marketplace, it’s important to prepare for the future. Call, email or stop by Steve’s office to schedule a consultation. Get started on your journey to financial independence today.
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