Life & disability insurance, personal finances, and investment strategies
Stephen Finney
Financial Advisor|CLTC®
We serve clients with a focus on life & disability insurance, personal finances, and investment strategies
Life insurance: protect you and your loved ones.
You've worked hard to build a life you enjoy with the people you love, let's make sure you protect it. We'll work together to figure out how life insurance can meet your needs. Here are a range of options you can consider to fit your needs:
Disability income: protection for your earning power.
Your ability to earn a living is likely the most important financial asset you have. Depending on the type of job you have (or business you own), we have a solution.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.

Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
