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Our Process

“Reduce your plan to writing. The moment you complete this, you will have definitely given concrete form to the intangible desire."  ~ Napoleon Hill

Your life is busy and this can make planning and investing for your future tough. Springsteel Investment Advisors can help build and manage a financial plan based on your dreams and goals and manage your investments to help meet those goals. We work with you to develop a comprehensive financial and investment plan then keep you updated on how your plan is progressing.  

We start with Your Goals - We get to know you and your unique financial goals.  We discover what's important to you and incorporate this into your plan and in your personal investment policy statement – documents that will help guide our fiduciary responsibility to you.

We develop Your Plan – We develop a plan tailored for you and provide specific recommendation focused on growing and protecting your assets.  We sit down and discuss our recommendations, giving you a complete understanding of the plan.

We Take Action – Once you have agreed to the plan of action we will move forward with implementation.  We will move assets as necessary, work with your other advisors to ensure implementation is smooth, and communicate with you throughout the process.

We Manage, Communicate and Support – We monitor and adjust your holdings as appropriate .  We meet with you on a regular basis to review your plan and discuss any needed changes.   As our client, you can look to us as your trusted partner in all your financial decisions.

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