Integrity & Compassion
The driving force behind how we take care of people.
Who We Are
We are an independent financial consulting firm with many years of experience helping people and companies establish and maintain their short-term and long-term financial goals. We have earned a reputation for taking complex financial situations and creating a plan to address the situation tax-efficiently while simplifying the language in a way for everyone involved to understand. We take pride and find great satisfaction in putting all the financial puzzle pieces together for our clients.
We appreciate your interest in Steffens & Steffens, LLC, and sincerely look forward to chatting with you. Cheers!!!
Who We Work With
People often ask who is our ideal client; for us, the answer is simple. We work with people we like and treat people as humans, not as an account balance.
With that guiding principle, we work with clients who appreciate the education, service, and expertise we provide. In our experience, these are the people who benefit the most from our advice and who we enjoy working with.
That’s why we don’t set asset minimums to determine if we should work together. Instead, we let your needs determine if it would be beneficial to work with us. We find that we have the most impact as the complexity of your situation increases.
2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in September 2022 based on data gathered within 12 months preceding the issue date. 2,290 advisors were considered, 89 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.