Let Us Help You Achieve The Financial Security You Desire

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We Help You Take That Next Step

For all your hard work and success, spare time remains elusive. Some important things, like making sure all your financial bases are covered, never seem to get off your to-do list. We understand. For over 30 years, Robert Steffen and Associates has been helping busy people make sure they are on the right path. We do that by getting to know you and your long-term goals.  We then lay out a personalized strategy for getting those important bases covered. We assist you all the way, providing guidance and unbiased advice. We do this because, as fee-only financial planners, guiding our clients through life's opportunities and obstacles is always at the top of our to-do list. 

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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 independent Registered Investment Advisors, we are committed solely to your financial success. We take the time to learn about you so we can tailor a strategy that fits your unique situation. Our team of knowledgeable professionals takes the headaches out of managing your finances so you can focus on what your life is really about. 

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Complete Financial Care

Robert Steffen, CFP® has been providing objective financial guidance and portfolio oversight 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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