Stein Financial Group
About
Plan for the good life. We work with individuals and businesses providing solutions to help those we work with achieve their goals. We offer a team approach that works to minimize risk while providing reasonable returns. We treat those we work with holistically to include wealth management, financial planning and, insurance planning.
Specialties
Comfort with finances
Career stage
Annual income
Service type
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
We will meet with the client to determine what keeps them up at night along with what their needs, wants, and wishes are. If the client determines we are a good fit to help them plan for the good life we then follow a five-step process. 1. Where are you now? Where do you want to be and when? 2. Create a plan by gathering data. Agree on the cost of services 3. Present the plan and modify as appropriate. 4. Implement the plan. 5. Meet no less than annually to review progress, make course corrections as needed, update plan, and implement any changes.
What education and/or training do you have that relates to your work?
My group is made up of graduates from the University of Minnesota and the University of Minnesota Carlson School of Business. I am have been assisting individuals and businesses for 34 years. In addition to 2 CFPs within our group, we also have designations that include CRPC, CHFC, CLU, RFC, and LUTCF.