More Flexibility
Some years bring one big decision. Some bring several at once. Your goals shift, your family expands. Your strategy should be ready for all of it.
More Possibility
When every part of your financial life is integrated, the picture of what you can actually do with it grows.
More Life
A well-coordinated financial life gives you back something most people never anticipate: confidence in how you spend it.
Testimonials
About three years prior to my actual retirement date, Jeff Steele and his partner were presenting a series of lectures on personal finance and retirement planning at my employer. After attending several presentations, I decided there were many aspects of retirement planning I needed some advice on—and Googling “How to retire financially secure” wasn’t doing the trick.
There are a dizzying number of companies/services/products in the wild, wild West of the Internet and marketplace, each promising high-return, low-risk results. I have a difficult time trusting people, especially if it involves my life savings and decisions that could impact my lifestyle and family for years to come. My employer trusted Jeff to give the lectures internally to our company, but that wasn’t enough. I looked around for an honest endorsement from personal connections of mine that had engaged Jeff’s services. I found several. I initially contacted another major financial firm, but got more pressure to invest in their products than personal advice for my situation. Jeff, on the other hand, explains a risk, its potential impact, and a solution to mitigate that risk, leaving the choice up to me with very little pressure. Jeff and his firm have software tools that help me (a compulsive analytical person) track my investments, perform “what-if” scenarios, and execute tax reviews quickly and from the comfort of my home.
Relatively speaking, saving for retirement was the easy part; drawing it out in a logical and tax-efficient manner was another. Jeff spelled out the tax implications of each scenario as he drew up a plan for me to follow. An additional element I hadn’t considered was estate planning. He referred me to a colleague that was extremely helpful in understanding the best options for will/trust/survivor-type agreements.
Jeff and the team at Center for Wealth Management know my wife and me personally. It’s not one of those 1-800-type numbers where when you call, you’re an account number that someone must look up to know who you are. We have a few “touchpoints” throughout a calendar year to update each other on status, topics, etc., and adjust accordingly. They even raise topics before I ask. The most recent example, my wife approaching the age to begin drawing Social Security; Jeff explained the pros and cons of the decision and left it entirely to me. I have recommended Jeff’s services to everyone I speak to that has questions on financial planning.
— Don & Maureen
The statement was provided 2/21/23 by Don V., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Testimonials
When we started our family, both of us with full incomes, we sought the assistance of a financial advisor. Then once we knew we needed a Special Needs Trust for our daughter, we sought out estate planning and financial services. Jeff Steele reached out to the special-needs community by giving a seminar, and we have been with him ever since (over 23 years).
Jeff was there for us as our go-to in helping us find an estate attorney, and they worked together to make sure our trust was funded appropriately. At the time, Jeff was working with a life insurance company, but his CFP® experience gave us more than just life insurance: he helped manage our portfolio in a way that met our financial goals for the long run.
We often recommend Jeff, sharing how he is steady, a good listener, gives good advice, and manages for the long run. We are pleased with our outcomes, receiving education and benefits from his array of tools that help us understand financial and wealth management services. Those who we know that work with Jeff have also been pleased with his services.
We are so thankful to have financial confidence as we head to retirement!
— Robert & Sally
The statement was provided 07/01/2023 by Robert & Sally F., who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Testimonials
I’m currently 69 and have partnered with a financial advisor since age 22. I have been a client of Center for Wealth Management (CWM) since its beginning, about 20 years ago, after a co-worker, whom I respected for his investment knowledge, recommended the firm. Prior to signing on with CWM, my turnover rate for advisors was quite high. I think I fired at least seven advisors due to investment methodology conflicts, pushy sales tactics, and ethics disagreements that created stress in my life.
In 2001, at age 47, my company unexpectedly offered me a buyout. I almost didn’t accept it. But the Firm helped me realize I would be all right financially and come to the decision to accept the offer. I’m so glad I did. I’ve really enjoyed my retirement and have taken the time to care for my mom and husband, who have both since passed away, and to enter a fulfilling volunteer alternative medicine school, with infinite lifelong learning opportunities.
Justin is ethical and trustworthy; CWM is not a hard-selling, fast-talking sales operation out to churn investments for personal financial gain. I’ve recommended CWM to many friends over the years, most of whom have become clients! I greatly value the financial peace our partnership has given me during the many stock market downturns and the confidence that the firm will always be available for me.
– Carol
The statement was provided 2/23/23 by Carol Z., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.