Office: (850) 523-2100
Steve Halsell
CFP®, ChFC®, WMCP®, RICP®, CASL®
Financial Planner
How can we work together?
When you make a decision to work with our company, you're entering into a long-term relationship with us. We care about our clients' success and goals, and we want them to succeed in the long run. For this reason, we provide consulting services that are catered to our clients’ specific needs. Do you have a goal you’re trying to achieve but don’t know where to begin? Let us have a chance to earn your business.
There are many different ways we can serve our clients:
Financial Planning Based Engagement
Non-Product Specific Advice as a Financial Planner
Comprehensive in-depth analysis of some or all of the following areas:
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Net Worth and Cash Flow
Investment Planning & Allocation
Risk Management
Income Tax Planning
Retirement Planning Strategies
Estate Planning Strategies
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Meet as necessary to help ensure that you understand your financial plan.
Asset Management
As a Financial Advisor
Asset Allocation & Rebalancing
Innovative Risk Management
Portfolio Enhancement
Tax Planning Strategies
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Quarterly or Annual reviews relevant to the platform chosen and client preference.
Needs Analysis
As a Financial Professional
Provide products and high level single needs analysis
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Annual review of account performance and contact for issues related to your accounts.