Our Services

Bernd Steinebrunner focuses on many different facets of the wealth management and preservation process. He takes an individual and comprehensive look at your current financial situation, and then implements a proactive approach to securing your future financial goals. Bernd offers advice and services in the areas below:


Why Financial Planning?

How do you picture your future? Your retirement? Your business? If you're like most people, you probably feel a sense of uncertainty with your current plans.

  • Are you on track?
  • Are you utilizing the most efficient strategy?
  • Have you considered all available options?

Protecting your most valuable assets, your family and your business, is key to a financially secure future. We understand the future contains uncertainties and strategic planning gives you a clear idea of the steps you should take to reach the next stage in your life. With careful planning, you will have the confidence of knowing you are moving closer to your goals every day.




Our role in this process...

We listen to your financial concerns and objectives
We analyze your personal situation with your values in mind
We propose a plan to address your financial situation
We review your progress towards your objectives




Bernd offers a no-obligation, free initial consultation. Set yours up today.

You can find informative articles related to Bernd's services here.

* Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice.  Clients should confer with their qualified legal, tax and accounting advisors as appropriate.