
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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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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When Should Young Adults Start Investing for Retirement?
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
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Small Businesses Should Prepare for Stronger Tax Enforcement
The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
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HOT TOPIC: Is the Yield Curve Signaling a Recession?
An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.
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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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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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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Car Affordability
How much can you afford to pay for a car?