Steen & Company

 Asset Protection/VA Benefits / by visaliaweb / 684 views


To position ourselves in order to completely review, analyze and direct a client’s estate from every area. This can only be accomplished through considerable interaction and dialogue between each of the advisors in the four areas. As a result, we are better equipped to guide our clients to the right decisions, not just good decisions.


Client receives a complete analysis of their entire estate in regards to how decisions, even the simplest ones, are and/or will be affected in the light of every area, not just one. Each area’s interactions and decisions are best accomplished with an eye towards inter-dependency, as opposed to independency.


Simply put, decisions made for the benefit of one area are truly only in the client’s best interest when it works well with all areas, because making a good decision is never as profitable as making the right decision.

  • Listing ID: 1613