Steven Joel, Gfs® Email & Phone Number

Greater Chicago Area

Leading Edge Financial Consultants, Ltd. (LEFC) specializes in the design, implementation, and ongoing administration of qualified retirement plans for individuals, as well as small to medium sized, closely held businesses. The types of programs that we offer include Defined Benefit Pension Plans, Profit Sharing Plans, 401(k) Salary Reduction, Simplified Employee Pension (SEP-IRA), and S.I.M.P.L.E. Plans.In addition to Qualified Retirement Plans, we provide our clients with many other insurance and financial related products including: Life, Health, Disability, Long Term Care, and Property and Casualty Insurance; Traditional, ROTH, and SEP-IRAs; Mutual Funds; Fixed Indexed and Variable Annuities; and Section 529 College Funding Accounts.

Integrity, leadership and service are the hallmarks of LifeMark’s philosophy and business model. Founded in 1983, LifeMark is a nationally registered broker/dealer and SEC registered RIA, providing a “best in class” array of products and services to independent financial advisors. LifeMark’s principals are nationally recognized industry leaders and experts who regularly lecture, opine, and consult on sales practices, industry standards and regulatory matters. Beyond common rhetoric, LifeMark’s ethos places the interests of its public customers first while supporting its financial advisors in their ability to deliver objective and personalized financial planning services, through the utilization of advanced financial planning software. Leveraging sophisticated technology and a comprehensive approach, advisers can provide deeper insights to solving client's most challenging issues. Individual plans are based on a client's specific and unique circumstance, addressing a single concern or the most complex planning issues.Examples of this unique corporate ethos can be seen throughout its 30 year history. Notably, in 2008 LifeMark became the first broker/dealer to eliminate its Pre-Dispute Arbitration Agreement as a prerequisite to opening an account with the firm. Again, in 2013, LifeMark became the first broker/dealer to implement firm-wide training on the new GFS® (Global Financial Steward) curriculum which fully integrates the subjects of fiduciary responsibility, leadership and stewardship.LifeMark clears its general securities trading through National Financial Services LLC, a subsidiary of Fidelity Investments.Please be advised that neither I nor LifeMark Securities can execute instructions regarding trading or distributions that are left by any means other than speaking directly with a registered representative. All inquiries must be directed to sjoel@lifemark.comMember FINRA: www.finra.orgMember SIPC: www.sipc.org

Buffalo Grove, Il

Design, installation, administration of Qualified Retirement Plans for individuals and smaller closely held entities. Preparation of required IRS tax filings. Client and advisor meetings.

Responsible for the complete annual administration of qualified retirement plans, including preparation of actuarial valuations and reports, required government forms, and calculation of terminated participants' distributions.

Bachelor Of Science (B.S.), Applied Mathematics & Statistics

Activities and Societies: Photographer for School newspaper.

Associate Of Science (As), Business Administration And Management

Business

Education record

Activities and Societies: Hockey Club, Football Team, Baseball Team, School Band and Orchestra

Education record