Shawn Steffens, Aif, Cpfa Email & Phone Number

At Steffens Financial, our mission is to empower both individual and corporate clients through personalized wealth management strategies that encompass investments, retirement, and estate planning. Our philosophy centers on fostering educated decisions that lead to long-term financial well-being. As a Managing Partner/Financial Consultant, my commitment to discipline and consistency is critical to our clients' success.For corporate clients, our Business Consulting Program includes implementing tax planning strategies, estate planning strategies, and comprehensive portfolio reviews tailored to companies, owners, executives, and employees alike.We take pride in a transparent, consultative approach that has earned us multiple Five Star Wealth Manager Awards and the trust of a diverse clientele. Our advisors operate on a platform free from proprietary product requirements or hidden agendas, with a fee-transparent compensation model. We focus on consultative advice, helping clients make educated decisions that support their financial livelihood.276 US Highway 206, Suite A, Byram Township, NJ 07821 / 973-786-3696“Please see our Terms of Use here: www.commonwealth.com/termsofuse.html”This communication is strictly intended for individuals residing in the states ofFL,GA,MD,NJ,NY,PA.No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.Securities and advisory services offered through Commonwealth Financial Network®. 'Member www.finra.org/www.sipc.com, a Registered Investment Adviser.

Listed skills include Investments, Retirement Planning, Estate Planning, Financial Services, and 21 others.

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  Sussex County Community College