Stephen C. Strum

For many business owners and busy professionals, achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams.

Whether you are concerned about your own financial situation or that of your family or your business, I will use my family’s “tale of two financial plans” as inspiration to help you create well thought out objectives, clear action steps, and a realistic timetable to achieve your financial goals and protect the people and things you care about most.

Your financial security is my priority and I am committed to helping you live the life you envision for yourself and your family and your business.

When investing, it's important to not focus all your efforts on one thing, or in one place or you could lose everything. This video illustrates why it's so important to spread investments across various asset classes.