
Steven R. Madeira, ChFC®, CLU®, CRPC®
Managing Principal, Investment Advisor Representative
Success should be measured not just by your financial well-being, but how confident you feel in your future. My mission is to help you pursue your financial goals through a personal relationship based on trust, honesty, confidence, and knowledgeable advice. This focus is designed to help you pursue your goals, and helps give you greater confidence.
We live in a fast-paced, constantly changing world. One of my responsibilities is to help my clients maintain their financial focus so that they pursue the things that are important to them and their families. I work diligently to provide my clients with a high level of quality in financial planning, advice and overall service.
I have extensive experience in planning for the entire family. Whether your goal is your retirement, your children's education, or your parents' health care, I can help you balance your planning to fit many of your priorities.
I work with my clients to design a personal financial plan based on their life goals. The strategy is designed to provide strategies to both your everyday and long-term financial questions, and is personalized to help meet the needs of high net-worth individuals. I have access to a broad array of financial tools and products to better suit your individual needs in this process.
Newsletters
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Three Ways to Help Simplify Your Finances
Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.
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A 529 Plan Can Help Jump Start Your College Fund
Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
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How Long Should You Keep Financial Records?
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Car Affordability
How much can you afford to pay for a car?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?