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The Steelman Group simplifies financial planning for educators, families and individuals, creating a smoother path to retirement.
For many educators, the world of retirement planning can feel like a maze, complicated, unclear and overwhelming. But for Stephen “Steve” Steelman, a seasoned financial expert with more than two decades of experience, it’s a mission to make that journey not just easier but more powerful. The Steelman Group has helped thousands of people navigate their financial future, providing a clear path through the complexities of retirement plans like TRS and 403(b) and providing peace of mind to families and professionals alike.
A passionate beginning
The Journey of Steve Steelman Sr. to the world of finance is driven by a deep desire to simplify and demystify a complicated industry. With a background as an emergency medical technician and combat medic in the U.S. Army, Steve has always been committed to service. His shift from the medical sector to the financial sector was rooted in a similar drive to help people, but this time through their financial well-being.
In 1996, Steve became a Certified Financial Counselor, and by 1997 he was a certified income tax preparer. These certifications laid the foundation for his vision of providing comprehensive, client-focused financial planning. But it was his passion for helping teachers understand their retirement benefits that truly inspired him to start The Steelman Group.
Serving educators and families
The Steelman Group is distinguished by its expertise in guiding teachers through complex retirement programs such as the Teacher Retirement System (TRS) and the 403(b) pension plans offered to public schools. Teachers, who dedicate their lives to shaping young minds, often struggle to navigate the complexities of these programs, which can vary widely from one state or district to another. This gap in knowledge often leads to confusion, missed opportunities and underfunded pensions.
Steve recognized this challenge and made it his mission to make retirement planning accessible to educators. By providing easy-to-understand financial guidance and putting clients’ needs first, The Steelman Group has become a trusted partner for educators across the country, helping them plan better for the future without the stress and complexity.
A holistic approach to financial wellness
While many financial advisors focus solely on investment strategies, Steve’s approach to financial planning is much broader. His office offers a full range of services designed to ensure every aspect of a client’s financial life is covered. From comprehensive financial advice to tax returns and life insurance advice, The Steelman Group’s services aim to create a complete financial plan that suits each individual’s goals and lifestyle.
Steve’s focus is on providing clients with a comprehensive view of their current financial position, setting clear goals and developing strategies to achieve them. He offers a “Yellow Pad and Brain” Retirement System (YPAB), a tool designed to simplify the retirement planning process. This approach is in stark contrast to the high-tech, often confusing software used by many financial planners, and instead offers something grounded, personal and easy to understand.
What sets the Steelman Group apart
The Steelman Group distinguishes itself from many other financial service providers because it emphasizes a customer-oriented, relationship-oriented approach. While many financial companies operate as part of larger corporate structures with limited options, The Steelman Group’s independence means that clients are not limited to a limited number of investment options. This flexibility allows Steve and his team to provide tailored advice that is in the client’s best interests, free from external pressure or conflicts of interest.
Furthermore, The Steelman Group’s approach is not dependent on complex algorithms or AI-driven systems. Steve’s commitment to keeping retirement planning simple and people-focused is reflected in his company’s hands-on approach, which focuses on personal understanding and clear communication.
With a focus on educators, families and individuals, The Steelman Group offers a level of personal service that is often difficult to find in larger companies. Whether it’s helping a teacher understand their TRS benefits, guiding a family through the maze of life insurance options, or offering tax preparation services with a personal touch, the company strives to ensure that every customer’s needs are met with clarity and compassion.
The human side of finance
At the heart of The Steelman Group is Steve’s unwavering belief in the importance of human connection. He understands that behind every financial decision there is a person or family with dreams, ambitions and concerns. This human element is crucial to Steve’s approach, as he strives to understand each client’s unique circumstances and provide solutions that align with their values and goals.
Steve’s military background has shaped his approach to customer service. In his years as a Combat Medic, Steve has learned to think quickly, make quick decisions and provide care under pressure, all qualities that have made him an excellent financial advisor. His commitment to helping others goes beyond just financial advice; it’s about building lasting relationships based on trust, respect and understanding.
The vision of the Steelman Group
As The Steelman Group continues to grow, Steve’s vision remains unchanged: to simplify financial planning, make it more accessible and provide clients with the confidence and knowledge they need to secure their financial future. Whether helping an educator understand their 403(b) or providing tax planning services, The Steelman Group remains focused on providing personalized, simple and effective financial solutions.
Are you ready to take control of your financial future? Let The Steelman Group help you navigate your retirement planning with clarity and confidence. Whether you are an educator, a small business owner, or someone looking to secure your family’s future, Steve and his team are ready to guide you. Visit The Steelman Group website Start planning your path to retirement today with a personal touch and a clear path forward.
