Steven Bragg Cltc® Email & Phone Number

Who I am:• I'm a family man. I'm a dad to 2 amazing boys Atticus and Lincoln who love playing cars and dinosaurs. My wife Lindsey is my rock and best friend. • I grew up and still live in the small town of Mt.Vernon, where everyone is a neighbor. I want to bring that small town feel to you and your families goals, where clients become like family and look out for each other.• I work with you, your family, and your business on managing and coordinating your financial goals. Your goals are important, so aren't they at least worth planning for?Services my clients value that I do :✅ Dream retirement planning✅ Estate planning / Advanced legacy planning✅ Education savings✅ Financial and income protection strategies✅ Account consolidation - people will have 10 careers on average throughout their life, that's 10 retirement accounts plus all their other goals✅ Advanced financial goal planning✅ Advanced tax planning✅ Business retirement plans (we work with over 80 plans and 11,000+ participants within the plans)✅ Advanced retirement planning for business owners✅ Your goals- they're important to you and to me. Let's discuss and plan for themI want to help everyone I can, yet specialize in working with :☑️ Engineers☑️ Realtors☑️ Medical professionals (I come from a family of nurses) ☑️ Law enforcement (many law enforcement in my family) ☑️ Business owners☑️ You 😁 and those you care about💻Message me on here📧Email me at steven@retiresfs.com📱Call me at 319-730-1033 (no solicitors)📅Schedule a call/appointment at https://calendly.com/myadvisor1Licensed to sell Life Insurance, Disability insurance, Long Term care insurance, and group benefitsSecurities and advisory services offered through Commonwealth Financial Network®, member  www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.  Strategic Financial Solutions 222 3rd Ave SE STE 280 Cedar Rapids, IA 52401 (319) 730-1033. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Listed skills include Accounting, Finance, Financial Reporting, Financial Analysis, and 18 others.