Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Steven Lindberg, ChFC, CLU

Financial Advisor

(972) 234-5455

(972) 767-4121

[email protected]

 

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. My products and services include:

  • Retirement planning — to design an investment strategy to help you meet all of your retirement goals
  • Investment portfolio analysis — to keep you informed of how your investments are performing, and to make adjustments as needed
  • Term, Whole and Variable Life Insurance & Estate Planning
  • College Planning — give your kids a good head start
  • Long Term Health Care — to provide for costly health issues

If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact me, by phone or email. I can help you make sense of today’s investment climate.

Ginger O'Rourke

Executive Assistant to Steve Lindberg

972-234-5455

972-767-4121

[email protected]