Our Services

Steve and Dave's practices are focused on providing comprehensive financial planning to Individuals, Families and Small Business Owners. While developing a customized financial plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.  

Financial planning services include:

  • Retirement planning including income planning
  • Risk planning including medical, life and long term care insurance
  • Estate Planning  including philanthropic planning
  • Tax planning
  • College Education Planning
  • Financial and Retirement Planning for smalll business owners
  • Business Continuity Planning

In addition to providing financial planning services, we also provide investment advisory services for those who do not want or need a financial plan.