Steven G. Newman, CLU, LUTCF

About Me

Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, I promise to offer you a new level of attention, insight, and guidance.

I offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. I take the time to understand your needs,explain different options to you and earn your trust before offering possible solutions. By working with me, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financialsituation is bound to change, I work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

CA License 0C71400

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My Process

Finding the right solution for your personal or business needs requires me to pay special attention to the circumstances of your unique situation. This is why I take a needs-based approach to our insurance sales strategy. My four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.

1

Analyze

Before I recommend any product or service, I ask questions and get a clear understanding of your financial goals and objectives. I then analyze your insurance portfolio to identify any gaps that may exist in your policies.

2

Recommend

I provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.

3

Implement

If you’re satisfied with my recommendations, I work with you to implement your strategies and secure the required products and services to help ensure your financial freedom.

4

Review

Because your financial situation is bound to change, I work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.