financial planning and investment management

Stepp & Rothwell takes an integrated approach to financial planning and investment management services. Comprehensive financial planning requires a coordination of:

  • thorough analysis and planning
  • continued monitoring
  • objective feedback

on all of your financial issues, including your investment portfolio.

We evaluate your complete financial situation and consider the variety of financial solutions available to fulfill your objectives. A thorough evaluation of your financial picture is performed on an ongoing basis and includes:

  • personal and investment assets
  • liabilities
  • tax concerns
  • retirement planning
  • insurance
  • estate planning
  • education funding
  • cash flow and all other material components.

How important is that? Some of our clients have told us that our planning and advice is worthwhile simply because it gives them “someone trustworthy and knowledgeable to talk to about their investments and life’s challenges.” But, of course, we do more than talk about it. A concise written plan containing specific recommendations in each area is prepared and priorities are set. Stepp & Rothwell helps implement the plan and continues to monitor your progress and strategies on a regular basis.

We’re focused on you and your peace of mind.


  • Complete financial evaluation
  • Concise written plan
  • Continuous monitoring
  • Objective feedback
  • Expert analysis and discussion

We give you someone to talk to and trust.