For all your hard work and success, spare time remains elusive. You have achieved a lot, but making sure you have all your financial bases covered never seems 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 track to financial security. We do that by working closely with you to understand your situation. Together, we develop a personalized strategy for meeting your goals and achieving financial security. As fee-only financial advisors, we provide objective, unbiased advice because helping our clients reach their financial goals is always at the top of our to-do list.
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.
As an independent Registered Investment Advisor, we are solely committed to your financial success. We take 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.
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.