Financial Advisor3212 South GlenstoneSpringfield, MO 65804Phone: 417.841.4386Email:email@example.com
Steve knows that every investor has different reasons to invest, depending on the life stage and personal financial goals. He keeps the financial planning process simple by helping clients:
Once these three steps are complete, Steve will present a comprehensive financial plan for your review. When your plan is finalized and adopted, he will periodically invite you to review the plan’s progress toward reaching your goals. When prudent, Steve will suggest modifications to the plan due to changes in your personal situation and / or economic conditions.
Born in Kansas City, Steve grew up in Springfield and returned home after graduating from the University of Missouri. He lives in University Heights where he and his wife, Linda Regan raised two children, Katie and Tim. A long-time member of the Rotary Club of Springfield Southeast, Steve has been active in community organizations, including the United Way and his neighborhood association. Steve recently replaced years of jogging with cycling and spinning. He is an avid fan of the St. Louis Cardinals, the Mizzou Tigers, and the Missouri State basketball Bears.
In today’s complex and ever changing financial marketplace, it’s important to prepare for the future. Call, email or stop by Steve’s office to schedule a consultation. Get started on your journey to financial independence today.
Central Investment Advisors investment professionals are registered representatives of INVEST Financial Corporation (INVEST), member
. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with Central Bank or Central Investment Advisors. Products and services offered through INVEST are •Not FDIC insured •Not a deposit or other obligation of or guaranteed by any bank •May lose value including possible loss of principal amount invested •Not insured by any federal agency.
INVEST does not provide tax or legal advice.
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