A lot has changed between 1986, when I started my career with Edward Jones, and now. However, many of my clients’ goals, such as taking care of family and attaining their retirement dreams, have not. While these may be the most common goals, they are certainly not the only ones. One of the things I love doing most is helping people think through what is most important to them and setting goals that we can work toward together. Have you and your family defined your financial goals for your future?
Unfortunately, many people have not. Deciding to start is the first step. It’s not complicated, it just takes a little bit of time and thought. That’s where I come in. For more than 30 years I have worked with families to help them achieve their goals. My greatest joy is playing a part in helping families live out their financial dreams.
Along with my branch office administrators, Cindy and Tish, I use an established process to help clients identify their goals and then consistently communicate with them over time to help them stay on track toward those goals.
My wife and I thought we knew what our primary goals were, and then grandkids entered the picture. Our goals changed as they became the center of our attention as did many aspects of our planning. Traveling, golfing, boating visiting grandkids – whatever your goal is, we can help you start now to build the nest egg you need to help live the life you want. If you are already retired, we can help you determine what income your nest egg can reasonably produce throughout your retirement. By combining my team’s skills and experience with what’s most important to each family, I have had the great pleasure of watching many clients enjoy life to its fullest.
If you think our approach to setting goals and working to attain them might be the right fit for you, please give us a call at our branch here in Winfield.
- Charitable Giving
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
Office Address1101 Main
Winfield, KS 67156 opens in a new window
Mailing AddressP O Box 729
Winfield, KS 67156
Phone NumberRodger E Steffen at (620) 221-6351
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
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