Steve Dugger Email & Phone Number

How do you measure success in life? My success is financial security for my family and loved ones, no matter what challenges life brings. Unlike most advisors, I use the same protection, planning, and savings methods in my personal life. My success is knowing that I have a plan that can adapt to change and protect my family by mitigating risks, having options, and getting to the goals and dreams we want to meet without worrying about finances. I work with clients on concepts that help protect, manage, and grow financial success in life. I work with clients that are positive, have passion, and the integrity to protect people who rely on them. If people rely on you as a parent, grandparent, caregiver, or business owner, you need a long-term alliance in financial and life success. I’m ready to help you. I only invest in long-term relationships with people who care about planning for the uncertain in life. My clients get The Living Balance Sheet®; The Living Balance Sheet® provides a consolidated and up-to-date view of your complete financial picture. With one account you gain secure access to daily updates for all of your assets, liabilities, insurance protection, and cash flow. With all of your accounts and statements in one place, you always know what you have and what you’re worth. If you're ready to experience success and security in your personal and professional life, I’m ready to help you every step of the way. Contact me to schedule your initial review and see why I’m a different type of advisor.

Listed skills include Insurance, Long Term Care, Estate Planning, Legacies, and 6 others.