Wills vs TRUSTs - The Real Truth of Estate Planning

As a Certified Financial Fiduciary®, Steve serves as a Wealth Preservation & Distribution Specialist and takes that title seriously. He was fortunate to begin his career in the financial industry serving as a bond-broker, working with CFO’s of banks & credit unions. This allowed him to experience and learn the institutional side of the markets, which provides tremendous wisdom to be shared into the consumer market. In 2005, Steve decided to launch his own firm and has now helped nearly 2000 families spread across the nation who have entrusted him with their financial wellbeing. Steve’s client base is diverse in both their professional backgrounds & financial needs. Steve has been actively serving his clients for nearly 20 years and proudly owns a record free of any consumer complaints. This is a direct result of the core values at Wisdom Financial.

“As fiduciaries, it is our job to to what is in the best interests of our client, as Certified Financial Fiduciaries®, our job is to foster a relationship of trust, morally, ethically, and legally. The client should demand that level of the duty of good faith, duty of care, and duty of loyalty. This is what drives us, so that our client’s best interests always come first. We then take it to the next level and employ full transparency for both our clients and the multitudes of financial institutions that we work with. Our clients become our family and we could not be more grateful to serve and protect them.”

“We look forward to inviting you to experience how our team can help you successfully navigate the years leading up to and through the complete duration of your retirement lifecycle. Our team will equip you with a personal, thorough & exclusive plan that is actively managed to ensure you continue to prosper throughout your retirement years, regardless of what goes on in the markets, economy, government, or health. We call it the ‘Peace of Mind Factor'”