Upon realizing his strong interest and emerging talent in finances, Steve formulated goals for his future. First he would acquire an education in business. Then he would secure the credentials which would allow him to provide complete financial services.After graduation from LaSalle University, he was licensed as a Certified Public Accountant, and continued toward his goal by becoming a CERTIFIED FINANCIAL PLANNER™ practitioner. In subsequent years he also added insurance services. Today his is in a unique position-he is able to offer clients the convenience of being a single source for helping them pursue financial success before retirement, and in the years beyond. Steve maintains that open communication with clients is one of the most important components of a successful business relationship. It is through this communication that he can respond to clients' questions and gain a complete understanding of their financial goals. He then applies his knowledge and experience to help clients pursue those goals. He frequently conducts workshops and presentations for civic associations, service organizations and other groups on the topics of retirement planning and taxes. |
