Steven Barone
Co-owner
I’m Steve, a dedicated Retirement and Insurance Specialist with over 18 years of experience, passionate about turning complex financial landscapes into clear paths for retirement success.I recognize the need for personalized, empathetic planning I specialize in all encompassing retirement success. I believe in providing tailored, actionable advice to help clients protect their assets and enjoy their golden years. When I'm not in the office, I enjoy watching my favorite sports teams, the Buffalo Bills & LA Lakers. I love spending time with my wife Stephanie and dog Beans soaking up the Florida sun. Let's connect to start building your legacy.
Our goals are simple: to know our clients well, treat them with respect and to measure our success by their success. To meet those goals, we develop financial plans tailored specifically to the individual needs of each of our clients. We value long-lasting client relationships, and advise our clients through every stage of their financial journey.
Stephanie Barone
Co-owner
Hi, I’m Stephanie. I’ve learned that life insurance isn’t just about policies, it’s about protecting the people you love. As an independent insurance broker I have the opportunity to have access to a multitude of companies to find the best fit for my clients. I take pride in providing personalized, jargon-free advice to help families secure their financial future. When I’m not helping clients, I’m likely spending time with my four legged friends, cooking or enjoying time with my family. Let’s connect to build a plan that gives you peace of mind.