
Steven R. Madeira, ChFC®, CLU®, CRPC®
Managing Principal
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 solutions to both your everyday and long-term financial questions, and is personalized to meet the needs of high net-worth individuals. I have access to a broad array of financial tools and products to best suit your individual needs in this process.
Newsletters
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Student Loan Stress? These Plans Might Help
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
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Home Sweet Home Equity
Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
Calculators
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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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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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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?