Second opinion on current financial positionIt never hurts to get a second option on anything. Tema and Joel Steele spend countless hours every year providing people with a no-cost, no obligation second opinion on currents investments accounts and retirement plans. There are never any silly questions during this meeting. If everything is in good order, Tema and Joel will tell you this. If there is room for improvement, they will send you home with some things to think about. If you’d like them to make some recommendations specifically for your situation without any pressure, that is their specialty. You don’t need to understand every single little detail of your investments. However, you need to feel comfortable with your investments you own. Equally as important, you need a trusted, unbiased financial professional as a resource that is there for you as life happens.Please contact us to set up a complimentary second opinion of your finances. Only good things will come out of this meeting.back to top"Safe" money alternativesConservative does not need to equal little to no return. If fact, there are a number of low to no risk financial products and investments that may help you earn a better return. Like most individuals, you may not be happy with the returns you are currently earning on your "safe" money. Tema and Joel Steele have been helping retirees and pre-retirees for almost thirty years. If you want to discuss alternatives to what you currently have, come in to discuss your specific situation which includes your goals, time horizon and risk tolerance. You can{t go wrong by exploring some other options. There is no fee for this meeting and there is never any pressure to make a decision.


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