Planning, protecting and preserving your wealth

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Above and Beyond

"I just wanted to drop you a line and let you know how very much I appreciated you taking the time to call on me today and review how my investment, made with you last year, turned out.

I have invested with others before and no one has ever gone over and above the way you have. I consider you a friend as well as a financial adviser." - Art Genest

Retirement Planning

"One week before  retirement, I received an invitation to attend Steve's financial seminar. I had invested with another financial adviser; turned out the annuity fees cost more than the interest earned. We decided to go with Steve...and I have not lost a single penny due to market declines, have paid no fees and have preserved my hard-eard retirement money." - Ed and Laurace Farmer

Preserving your wealth during retirement

"Allowing your money to grow without taxes gets you true wealth.  My goal is to help retirees enjoy true wealth and feel financially secure during their retirement." - Stephen Davis

Upcoming Workshops

Retirement Lifestyle Planning- Do You Need a Second Opinion?

There are no upcoming events at this time.

            If you would like to meet for a complimentary financial review with Steve, then please contact us toll free 1-888-333-3818 or 

Start planning your retirement now in an attempt to reduce taxes later.

Plan, Protect and Preserve... Peace of Mind


Boomer Esiason's Real LIFE story                    


Record setting NFL quarterback, Boomer Esiason is the 2013 national spokesperson for Life Insurance Awareness. Boomer was 7 when his mom died without any life insurance.  Life happens at the most unexpected times, and life insuranance is about protecting the future and the people you love.  Learn more at