The Steelman Group simplifies financial planning for educators, families, and individuals, ensuring a smoother road 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 over two decades of experience, it’s a mission to make that journey not only easier but more empowering. The Steelman Group has helped thousands navigate their financial futures, offering a clear path through the complexities of retirement plans like TRS and 403(b) and providing peace of mind for families and professionals alike.
A Passionate Beginning
Steve Steelman Sr.’s journey into the financial world 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 United States Army, Steve has always been committed to service. His shift from the medical field to finance 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 Licensed Income Tax Preparer. These certifications laid the foundation for his vision of providing comprehensive, client-centered financial planning. But it was his passion for helping teachers understand their retirement benefits that truly inspired him to launch The Steelman Group.
Serving Educators and Families
The Steelman Group stands out for its expertise in guiding educators through complex retirement programs like the Teacher Retirement System (TRS) and the 403(b) retirement plans offered to public schools. Teachers, who dedicate their lives to shaping young minds, often find themselves struggling to navigate the intricacies of these programs, which can vary greatly from one state or district to another. This gap in knowledge often leads to confusion, missed opportunities, and underfunded retirements.
Steve recognized this challenge and made it his mission to make retirement planning accessible for educators. By offering 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 better plan for the future without the stress and complexity.
A Holistic Approach to Financial Well-Being
While many financial advisors focus solely on investment strategies, Steve’s approach to financial planning is much broader. His firm offers a full range of services designed to ensure that every aspect of a client’s financial life is covered. From comprehensive financial counseling to tax preparation and life insurance consultation, The Steelman Group’s services aim to create a complete financial plan that works for each individual’s goals and lifestyle.
Steve’s focus is on providing clients with a comprehensive picture of their current financial standing, 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, instead offering something grounded, personal, and easy to understand.
What Sets The Steelman Group Apart
The Steelman Group is different from many other financial service providers because it emphasizes a client-first, relationship-based approach. While many financial firms operate as part of larger, corporate structures with limited options, The Steelman Group’s independence means that clients are not restricted to a limited set of investment options. This flexibility allows Steve and his team to offer tailored advice that is in the best interest of the client, free from external pressures or conflicts of interest.
Additionally, The Steelman Group’s approach is not reliant on complex algorithms or AI-driven systems. Steve’s commitment to keeping retirement planning simple and human-centered is reflected in his firm’s hands-on approach, which focuses on personal understanding and clear communication.
With a focus on educators, families, and individuals, The Steelman Group provides a level of personalized service that is often hard to find in larger firms. 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 firm strives to ensure that each client’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 is a person or family with dreams, aspirations, and concerns. This human element is crucial to Steve’s approach, as he strives to understand the unique circumstances of each client and provide solutions that align with their values and goals.
Steve’s military background has shaped his approach to client service. In his years as a Combat Medic, Steve learned to think on his feet, make quick decisions, and provide care under pressure, all qualities that have made him an excellent financial counselor. His commitment to helping others goes beyond financial advice, it’s about building lasting relationships based on trust, respect, and understanding.
The Steelman Group’s Vision
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 it’s helping an educator understand their 403(b) or providing tax planning services, The Steelman Group remains focused on offering personalized, straightforward, 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’re an educator, a small business owner, or someone looking to secure your family’s future, Steve and his team are here to guide you. Visit The Steelman Group’s Website today to start planning your road to retirement with a personal touch and a clear path forward.
