The Financial Strategies is a Des Moines based investment firm out to redefine what it means to live the American Dream and then retire comfortably your way with strategies to create income for life and risk mitigation to keep more of what you’ve worked so hard to put away.
Steve started his career in the financial services industry over 3 decades ago helping individuals & small business owners grow their assets and protect what was theirs. He has spent time working for the largest corporations in the financial services arena and smaller, local ones. As an independent Investment Advisor Representative (IAR), Steve works solely on behalf of his clients in a Fiduciary capacity, which obligates him to act in the best interests of his clients.
His focus is on income planning and developing strategies for his clients to create sustainable income sources while maintaining enough liquidity to enjoy some of the Best Things your retirement has to offer. Retirement is just life’s next chapter, so let’s make sure both you and your money are ready to last.
LICENSES & ACCREDITATIONS
- Investment Advisor Representative (IAR)
- Life & Health Insurance Licensed
- Annuity Licensed
- Long Term Care Insurance Licensed
AREAS OF EXPERTISE
- Retirement Planning
- Tax Planning
- Life Insurance
- Long Term Care Insurance