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    Jeffrey Steedman

    CLTC


    Check the background of this investment professional on FINRA's BrokerCheck

    About Jeffrey

    VISION

    Each of us has a unique vision of what it means to be financially secure. I take the time to get to know you and your vision. Planning for both best and worst case scenarios is the foundation in becoming and staying financially secure. Your vision is likely to change throughout your lifetime – when you begin or change your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses the personal goals for your amazing future.

    MISSION

    My Mission is to help provide financial security to my clients through a comprehensive planning process, while staying focused on providing the same service and expertise I would deliver to my own family.

    GOAL

         My goals are to help you navigate the world of financial opportunities, make informed choices about managing your hard earned money and to help create a secure future for yourself and your loved ones.

       My hope is to be your trusted source for all things financial and to develop a lasting relationship that brings success throughout your lifetime.

         PRODUCTS AND SERVICES

    • Comprehensive Insurance Strategies
    • Mutual Funds
    • IRA Consolidation/Rollovers
    • Education Funding Strategies
    • Term Insurance
    • Disability Income Insurance
    • Universal Life Insurance
    • Variable Universal Life Insurance
    • Whole Life Insurance
    • Long-Term Care Insurance
    • Fixed Annuities
    • Variable Annuities
    • Estate Conservation Strategies
    • Charitable Giving Strategies
    • Pension Payout Alternatives
    • Pension Transfer/Rollovers
    • Tax Sheltered Annuities, 403(b) Plan
    • Detailed Financial Needs Analysis
    • Fee Based Financial Planning
    • Retirement, Pension& Income Planning/Distribution
    • Business Continuation & Succession Planning
    • Medicare Planning

     

    QUALIFICATIONS

    • Licensed to sell Life & Health Insurance in KY, OH
    • Registered to offer securities products in KY, OH
    • 2004 Graduate of Univ. of KY- B.S. Finance, Management and Marketing

     

    PERSONAL

    • Lifetime resident of Greater Cincinnati/NKY
    • Family: Married w/ 2 Children
    • Hobbies: Golf, Basketball, Networking

     

    ORGANIZATIONS

    • Member of Platinum Professionals BNI

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Jeffrey Steedman CLTC is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 5600 Blazer Parkway, Suite 100, Dublin, OH 43017, Tel: (614) 792-1463

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Kentucky, Ohio

    I am licensed to sell Securities Products in the following jurisdictions:
    Kentucky, Ohio

    Jeffrey Steedman CLTC, Cincinnati, OH

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