Clients We Work With

Guiding Clients Every Step of The Way

We have personal experience working with individuals and companies from varying walks of life, which can often present unique opportunities and challenges.  Leveraging our experience, we guide our clients through custom solutions unique to their specific needs.  Below are examples of some of the clients we have tailored solutions for. 

Accountants

Accountants


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Architects

Architects


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Attorneys

Attorneys


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Business Owners / Entrepreneurs

Business Owners / Entrepreneurs

From various sectors/industries

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Divorcees

Divorcees


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Doctors / Physicians

Doctors / Physicians

(Hospital Setting or Private Practice)

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Employees of a Merging Company

Employees of a Merging Company


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Employees of Private & Public Companies

Employees of Private & Public Companies


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Engineers

Engineers


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Entertainers / Performers

Entertainers / Performers

 i.e. Actors, Models, Musicians

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Estate, Inheritance, & Trust Beneficiaries

Estate, Inheritance, & Trust Beneficiaries


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Executives - Private & Public Companies

Executives - Private & Public Companies


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Financial Professionals

Financial Professionals


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Franchises / Franchisees

Franchises / Franchisees


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High Income Earners

High Income Earners


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High Net Worth Individuals & Families

High Net Worth Individuals & Families


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Hospitals / Medical Centers

Hospitals / Medical Centers


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Inventors

Inventors


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Lawsuit Settlement Beneficiaries

Lawsuit Settlement Beneficiaries


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High Net Worth Individuals & Families

High Net Worth Individuals & Families


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Lottery Winners

Lottery Winners


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Military Personnel

Military Personnel


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Non-Profit Organizations

Non-Profit Organizations


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Pest Control

Pest Control


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Police & Corrections Officers

Police & Corrections Officers

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Pre-Retirees

Pre-Retirees

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Real Estate Investors

Real Estate Investors

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Realtors

Realtors

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Recently Terminated or Reduction in Force

Recently Terminated or Reduction in Force

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School Districts

School Districts

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Self-Employed / Independent Contractors

Self-Employed / Independent Contractors

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Skilled Trades / Contractors

Skilled Trades / Contractors

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Teachers / Professors

Teachers / Professors

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Union Employees

Union Employees

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Explore All Our Services

Explore All Our Services


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Steffens Financial

Financial Planning Services
 

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Click below to learn more about how we implement, maintain, and review your financial plan. 

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.

info@steffensfinancial.com | 973-786-3696