As an independent financial adviser, I am able to find the best products for your needs. The companies work for me so that I can work for you, not the other way around.
I have a passion for helping people. When I was in college, well before I knew I wanted to be a financial advisor, I knew that I wanted to help people. After graduating, I was not sure what direction to go: I could go on and get a masters or I could get a job. So, while I was trying to make up my mind, I got a temporary job doing construction and after a few weeks I knew that I needed to make a decision. While driving home from work one day, I remembered a friend who had called me while I was in college. He had mentioned something about working with him and that it involved helping people with their financial situations. I wasn’t entirely sure what the job was but I remembered that he said “help people”. So, I called him up and met with him. I am so glad that I did. After a few minutes of him explaining to me how I could help individuals and families with an incredibly important part of their life, their finances, and make a living doing it, I started that day and haven’t looked back. Since then, I have been helping individuals and families invest for their futures and save money on their insurance so that they can put more money into their savings. My goal is big: to help everyone. Whether you are a young adult just starting your financial journey or someone who is preparing to retire, I want to help you.
I want to help my clients achieve all of your financial goals. More so, I want to take the burden off of your shoulders so that you do not have to worry. My goal is to be the person in your phone that you can call whenever there is a financial issue. Whether it be for life insurance, disability insurance, or an investment like saving for retirement or opening a college savings plan for you child, I want to be the one to help you and your family. How much better would it be to have one person who handles all of your insurance and investments? If something goes wrong, you don’t have to search the drawers for the number of the agent you talked to one time three years ago; instead, you’ll have my number because I stay in touch with my clients throughout the year. If you would like to enjoy that confidence, please contact me because I would love to get to know you and see if I can help you accomplish your financial goals.
Investing in your future
Saving for retirement can seem like a daunting task, but with the right plan you can set yourself up for success. As your financial advisor, I want to help you achieve all of your financial goals.
Protecting your loved ones and your legacy
Insurance plays an important role in the financial plan. Whether it’s life insurance to provide income for your family in the event something happens to you or income protection through disability insurance that will provide income for you and your family while you are sick or injured, being properly insured is vital to your family and your financial game plan.
To set up an appointment or get more information, call/text me or send me an email:
Phone: (256) 762-2529
Email: steve@stjadvising.com
My office is located at:
409 N Court St. Ste. 4
Florence, AL 35630
For a copy of CFGS’s Form CRS please visit: Investor Disclosures
Check the background of your financial professional on FINRA’s BrokerCheck.
Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Steve Tucker, Jr. and STJ Advising is independent of CFGS.
S.T.J. Advising 