Hi, my name is Steve Tobin and I’m a Financial Advisor! My office is located within a property and casualty agency known as the Limestone Agency. The cool thing about that is the agency was founded in 1847 and the family that founded it is still part of the company. I’ve been fortunate to be involved in the financial world for most of the past forty plus years, with the last half of those years as a Financial Advisor. Prior to that, my wife and I had accumulated what we felt was a tidy sum and it was time to meet with an advisor. We met with three, one in our bank, one in our credit union and the last was with an independent firm. All three were very nice, however the experience left us disappointed and dismayed due to the lack of interest in who we were as potential investors. They were quick with recommendations without getting to know us. It was like walking into a doctor’s office and saying, hey doc, I don’t feel well, and he says take these green pills and call me if you’re not better in six months. I’ll never forget my wife looking at me, and in all seriousness said, “heck, even you could do better than that!”, so here I am!

Everyone’s goals and expectations are different. Not everyone has the same relationship with their money. I consider myself a lifetime learner and the main reason I’m still in this business is due to the evolution of ways I can help people. There are so many products and strategies that people are not aware of or have not taken the time to learn about. It’s my obligation to help them with that. My practice has shifted to working primarily with people in retirement and those about to retire.

In addition to being a Financial Advisor, we raised four daughters and have been blessed with five beautiful grandchildren, ranging in age from four to twenty-six.

I’ve been an active member of the same church and community my entire life and have served on various board and advisory councils over the years. I look forward to having the opportunity to meet with you and determine if we would be a good fit for one another. I see myself as a tool for my clients and future clients, to use to create a secure, consistent and predictable retirement lifestyle, regardless of market performance.