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Your Portfolio

While helping you develop your customized financial portfolio, Steve will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, Steve will help you customize appropriate strategies to suit your vision and objectives. He can help you execute a sound financial program utilizing the following services:

•Tax management strategies
•Investment services
•Retirement strategies
•Estate conservation analysis
•Insurance and annuity products

You'll always get clear, concise, and complete explanations for all services suggested.