“It’s hard to know what to do when you don’t know where to start. Together, we can create a plan for your family’s financial success.”
– Steve Dalton, CFP®
I’m Steve, and I’m a Certified Financial Planner™ (CFP®) professional. What that means is I’m dedicated to your financial success. If you are looking to save for retirement, find strategies to reduce your taxable income, or simply get a better handle on your finances, I can help you on that journey.
As a CFP® practitioner, I am held to high ethical standards and am obligated to put your interests first in all situations. Because that’s the way it should be. Our relationship is based on me understanding your need and creating a plan solve your financial puzzle.
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How Financial Planning Works
Start with a conversation
It’s all about you – your wants, your needs, and your reasons for investing
Create the plan
We turn your information and desires into an actionable plan for success
Implement and monitor
We put the plan in action and will update you every step of the way
Cambridge
I’m an independent advisor. That means I’m not an employee – I’m a business owner. Because of my independence, I don’t have sales quotas or intrusive shareholder interests. My independence supports my promise to only act in your best interest.
Although I’m independent – I’m not alone. I am supported by a nationally recognized financial solutions firm, Cambridge Investment Group, Inc. Cambridge gives me the resources I need to process investment business while helping ensure I’m up to date with all regulatory laws and requirements.
