Steven Patterson

FIC, CLTC®, CKA®

Financial Associate

State(s) Licensed: FL, IN, KS, KY, MI, NC, OH, PA, TX, WI, WV

Phone: 419-502-7770

Address:

2411 Hull Rd
Sandusky, OH 44870

State(s) Licensed: FL, IN, KS, KY, MI, NC, OH, PA, TX, WI, WV

Holistic Financial Services Provided in: Sandusky, Huron, Norwalk, Bellevue, Monroeville, Milan, Castalia, Port Clinton, Lakeside, Marblehead area(s) with financial guidance

· Holistic Financial Strategies (Big Picture)

· Wealth Accumulation and Risk Management Strategies

· Life and Health Benefit Consulting

· Long Term Care and Estate Protection Strategies (Medicaid Spend Down)

· Tax Strategies and Efficiency Concepts

· Retirement Income Strategies

· Medicare Strategies

· Executive Benefits and Key Person Retention Strategies

· Employer Benefits Strategies for Employees

· Wealth and Tax Efficient Estate Transfer

Advanced Charitable and Legacy Strategies

Let's put your plans in to action

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

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Location

Sandusky Office

Sandusky Office

Phone:: 419-502-7770
Fax:: 419-502-2279

Hours

M – F: 9 a.m. – 5 p.m.

Address

2411 Hull Rd
Sandusky, OH 44870