
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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What the Red-Hot Job Market Means for Workers
A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.
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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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Flood Insurance: Be Prepared for Rising Waters and Changing Rates
Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.
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Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
Calculators
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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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Car Affordability
How much can you afford to pay for a car?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.