Steve has over 40 years of experience in the Financial Services industry which has migrated from a 30 year Investment Banking role to the last 11 years helping those looking to protect themselves from the cost and burden of Long Term Care. The goal Steve has is to personalize recommendations for protection vs. LTC depending on the individual situations of those looking at finalizing their Retirement plans. This allows families the comfort in knowing that they have protected themselves appropriately after working so hard to build their lives.
Steve personally witnessed how proper planning can help ease the burden on families when his parents needed care. He presents options in a professional, no pressure, low key manner which provides a thorough understanding of how to best solve the problem of future Long Term Care. Steve is married and has 3 children and 2 grandchildren.
“I’m always going to analyze each situation specifically because everyone has different goals and there is no ‘cookie cutter’ plan which works for everyone. I will look at your overall picture and provide recommendations as to what is best for you. Let’s get together, have a conversation and go over your options.”