• Steven Step: Creating Personal Financing: The Bank on Yourself Strategy

  • Jul 22 2024
  • Length: 19 mins
  • Podcast

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Steven Step: Creating Personal Financing: The Bank on Yourself Strategy

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  • Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve's clients think of him as their "secret weapon," helping them build and safeguard their wealth. One of only 250 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. Listen to this informative Legacy Leaders episode with Steven Step about personal financing. Here is what to expect on this week’s show: ● Stephen emphasizes the importance of steering clear of risky market investments and instead focusing on safe, tax-efficient ways to grow your wealth. ● Stephen highlights that the best clients are those who understand the significance of saving a portion of their income in secure, tax-free avenues rather than treating the market as a gamble. ● Stephen's dedication to helping clients preserve family values and support charitable causes underscores the importance of legacy planning to create a lasting impact beyond one's financial assets. Connect with Steven: LinkedIn: https://www.linkedin.com/in/stevenstep/ With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: Websites: https://pinnaclelegacylaw.com/ ,https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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