Being a financial advisor is what I was meant to be. I have always been passionate about saving for specific goals, living within your means and continuous improvement. I have been in finance for over 30 years and have been fortunate to help many people improve their lives.
I like to really understand what is important to people and work together like a family member. I appreciate the trust my clients instill in me where they confide details of their personal lives, hopes, dreams and fears.
We look to serve those who are committed to a financial goal or have many things they want to accomplish for their families, businesses or employees.
I want to be that resource for people in this community that I grew up in.
We value face to face contact with our clients so that the real work can be done to understand your unique situation.
Please feel free to call or stop in, to say hello to me and Tracey, and let us know what is on your mind.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Mountain Biking
Phone NumberSteve Prat at (954) 585-8705
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