Individual & Family Services
Individual & Family Services
Guiding Clients Every Step of The Way
We focus on educating our clients to help make you more informed about your financial situation, and to help guide you through all aspects of your financial life.
Financial Planning Services
Each financial topic or situation has a ripple effect on other areas of your financial life. From our experience, most people address each part of their financial life as an independent topic. We believe in helping people address all areas of their financial lives so you can optimize your financial well-being.
Wealth Management
We provide long-term an short-term wealth management services, managing risk and creating financial security.
Retirement Planning
We offer personalized retirement planning advice for savings, investments, and ensuring a comfortable retirement.
Investment Planning
We offer risk-adjusted investment planning services, which include developing personalized investment strategies to help clients achieve their financial goals through informed decisions.
Education Planning
We provide education planning services that encompass the development of personalized savings and investment strategies for funding educational expenses.
Tax
Planning
We provide tax planning services to help clients minimize their tax liability by utilizing deductions, credits, exemptions, tax-efficient investments, & tax-loss harvesting strategies.
Estate & Wealth Transfer Planning
We help facilitate estate planning services, including wills, trusts, and powers of attorney, to manage and distribute assets after death.
Risk Management & Insurance Planning
We offer risk management services to protect your income and assets by identifying risks, developing strategies, and selecting appropriate insurance policies if appropriate.
Employee Stock Programs
We advise on potential benefits, risks, and investment strategies for employee stock programs such as NUA, ISO, RSU, Grants, ESPP, & ESOP.
Elder Care & Special Needs Planning
We help our clients protect their assets while preparing properly to get the support you need in your elder years.
Types of Clients We Work With
Each client typically has a unique situation, which creates unique complexities. Our clients have vast backgrounds. Click the Learn More button to see the types of clients we have worked with.
What’s Your Risk Number?
We use innovative technology to better understand your comfort with investment risk. It’s called Riskalyze and it helps to ensure your portfolio aligns with your needs. Complete a five-minute quiz that covers your top financial goals and what you’re willing to risk for potential gains. You’re going to love how understanding your risk number empowers you as an investor.
Start by clicking below to find your number. Once you’re finished, we’ll reach out to share your results.
Outline of Personal Services
Download Outline of Personal Services Are you getting the personal attention you deserve?
The overriding principle that our clients’ best interests are above all else is the reason why the relationships we’ve built are authentic and long-lasting.
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.
shawn@steffensfinancial.com | 973-786-3696