Our first priority is helping you take care of yourself and your loved ones.

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Understanding Your Financial Priorities Is Our Priority

For all that you have accomplished, free time is still in short supply. Finding time to make sure you have all your financial bases covered never seems to get off of your to-do list. For over 30 years, Robert Steffen and Associates has been helping busy people make sure they are on the right track. We work closely with you to understand your situation. Together, we develop a personalized strategy for meeting your financial goals and reaching financial security. We are always available to provide objective, unbiased advice because your financial priorities are our priority. 

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Health Care is evolving rapidly and you are constantly being asked to do more. Many of our clients work in healthcare so we understand the challenges you face. We cut through the noise so you clearly know your options and can make the best decision for meeting your financial goals and reaching long-term financial security.

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As an independent Registered Investment Advisor, we are solely committed to your long-term financial success. We take time to learn about you and then tailor a strategy that fits your unique situation. Our team of knowledgeable professionals take the headaches out of managing your finances so you can focus on your priorities.

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Complete Financial Care

Robert Steffen, CFP® has been providing objective financial guidance and quality asset management for over 30 years. Today he remains involved in developing and overseeing every financial strategy. Financial planning is an ongoing process and we will always be there to assist you in making the best of life’s opportunities and challenges. 

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