Steve Stedman
Steve Stedman is a principal at our company and helps valued clients find the right insurance and protective solutions for their futures. He joined the firm with his brother at the beginning of 2024, bringing life to not just a dynamic team and duo but also a vision that has always existed at our firm: to give clients complete access to insurance and estate planning solutions. No stranger to the financial industry, Steve arrived here with more than two decades of experience helping clients find appropriate Medicare solutions that match their needs and help shield their assets from health care costs. After 18 years with one of the top Medicare companies in the USA, Steve “semi-retired” to explore new opportunities.
The draw to our firm was obvious for Steve. It was a chance to work with his best friend and brother, whom he admires both as a person and professional. “I think Jeff is just so good at what he does,” Steve says. “I see him bring in business mostly based on referrals because his clients know Jeff has their best interests in mind. They know they won’t have to come back to tweak their estate plan unless their goals change, and their families won’t be left in the dust when it’s time to execute that estate plan. How could I not want to be a part of a company with that level of focus on empowering clients?”
Now, he has transitioned to also help with insurance solutions and asset protection, working to find modern options that match the goals of our clients. He thinks this is especially pertinent right now, during a financial climate that has many people looking for ways to protect their hard-earned funds from volatile markets. “Our clients have worked too hard to accumulate their assets to let it all evaporate during market downturns. When they’ve been so diligent about saving and providing for themselves and their families’ futures, I believe they need a road map toward their goals that also offers a protective element for their funds.”
And that’s right where Steve’s focus lies: his clients’ goals. His primary motivation is to ensure they can execute an estate plan that clearly defines their wishes and outlines a strategy to accurately carry them out. He believes the best way to instill confidence in a client is to help protect their families after the client is longer around to do so. Steve also aims to mitigate risk in a client’s portfolio, defending them from the perils and risks that come with market risk as well as other risks during retirement. He leverages his licenses, experience and independence to find solutions that most closely align with his clients’ goals and provide the support they need when they transition to a fixed income.
Originally from Southern California, Steve has lived in Arizona for nearly half a century. He’s married to Marilyn, the love of his life and the mother of 7 of their nine children – Marilyn’s 7 and Steve’s 2. They also have 24 grandchildren and 2 great-grandchildren with whom they enjoy spending nearly all their free time. Additionally, Steve is an avid golfer and can often be found on the course if he isn’t with his family. Living in Arizona has given him the perfect opportunity to carry out all his passions, from golfing the nation’s most beautiful courses, to working with his brother, to spending his off time with those who mean the most to him.
