Financial Planning

Retirement Planning

When it comes time to retire, it doesn't matter how much you earned throughout your working life. What matters most is how much you saved. It's never too early to start planning for your future.

Life and Disability Insurance

We offer products from various insurance carriers to serve your individual needs. One insurance carrier can't meet every need of every client. Life and disability insurance are fundamental parts of your financial plan.

Accumulation Planning

We are able to assist in a variety of areas to not only establish new plans but also to assist in the coordination of your asset allocation, including:

Individual Retirement Accounts (IRAs)
Tax Sheltered Annuities
Money Market Funds
Education Planning
Annuities
Mutual Funds

Estate Planning

You spend your lifetime accumulating your estate. An "estate plan" is your intentions for how your life's work should be preserved. It's a simple process and can save a lot of headaches in the long run. Common estate plans include the following:

Will
Do Nothing
Joint Ownership
Gifting Assets
Beneficiary Transfers
Trusts: Revocable and Irrevocable

Business Planning

Pension Planning

Retirement plans are a critical component of every employee benefit package. Whether you employ 2 or 2,000, we have a retirement savings plan to meet the needs of both you and your employees. Retirement pension plans include:

401(k) plan
Simple IRA
Simple 401(k)
SEP-IRA,
401(k) Safe Harbor
Profit Sharing
Money Purchase
Defined Benefit
403(b) Tax-sheltered Annuities
New Comparability Plan

Specialized Owner / Executive Planning

A non-qualified supplemental executive benefit plan can give you a competitive edge in recruiting and retaining productive, talented employees. These plans complete traditional employee benefits, including:

Buy-Sell Planning
Key Person Planning
Deferred Compensation
Executive Bonus Plan
Split Dollar
Disability
Succession Planning
Estate Conversion
VEBA Trusts
Education Seminars for Employees
Section “303”
Supplemental Executive Retirement Plans

Employee Benefits Planning

Health Insurance
Group Life
Group Disability
Cafeteria Section 125 Plans

Securities and Investment Advisory services offered through Ameritas Investment Corp. (AIC) member FINRA/SIPC. AIC is not affiliated with Stan Steele Agency. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of NY. Registered Reps of AIC do not provide legal or tax advice. Consult your attorney or tax professional regarding your situation.