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Ken Steel Financial Planner of the Year, 2005

 

Christine Theroux, Agency Sales Director and Director of Financial Planning for 128 Alliance Financial said, “For 30 years, Ken has been helping his clients toward their financial dreams and goals by providing them with sound, objective financial advice. He has always provided an exceptional level of service, advice and experience while also taking the time to give back to the financial planning community. I am truly pleased that Ken has been named Financial Planner of the Year. We feel fortunate to have a planner of this caliber in our firm.”

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There’s no mystery to financial planning. What it simply requires is taking a personal, in-depth look at your goals and deciding how you intend to achieve them.  Once you decide what you want, you can make plans to get from where you are today… to where you want to be tomorrow. 

With planning, you have a far greater chance of achieving your goals than if you don’t plan.

As a financial planner, my goal is to help you make informed decisions about issues that affect your family's and your financial well-being so that you can make intelligent choices.  Our planning relationship begins when you choose to hire me to help you sort out, organize and better manage your financial life.  In order to do that most effectively, you need to share with me, what is important to you - financially, mentally and emotionally.

Together, we’ll create a road map to take you from where you are now, to what you want to achieve, so that you can ultimately fulfill what is important to you.

~ Ken

Each year, MetLife, a leading provider of insurance and other financial services, selects one financial planner among its financial planning firms nationwide. The Financial Planner of the Year award recognizes a planner’s high level of service to his/her clients, commitment to professional development, quality of advice, and utmost adherence to MetLife’s rigorous ethical and legal standards.

KEN STEELE HONORED AS

METLIFE’S FINANCIAL PLANNER

OF THE YEAR, 2005