Steven Samuel, FSCP®

Steven Samuel, FSCP®

Financial Advisor, Investment Advisor Representative

Domicile State: TN
Phone: (615) 435-4127
Mobile Phone: 760-458-3811
E-mail:
 

Address

Strategic Financial Parnters

830 Crescent Centre Drive, Suite 450

Franklin, Tennessee 37067

 

 

 

BUSINESS PHILOSOPHY    

My goal is to provide pastors, educators, families, and business owners with assistance in building their financial freedom.  My personal goal is to become a lifetime resource for each and every client.  Our agency strives to provide excellent service and we have properly licensed and registered professionals that can offer the following products and services:

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance 
  • Mortgage Protection (through life insurance and disability insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

PURPOSE

With a background in education and business finance, I am equipped to educate families and businesses about addressing their financial needs.  I have seen many instances of hard working individuals having to keep part time jobs into their retirement years to meet their financial needs.  In an effort to correct this situation in the future, my goal is to equip clients with a comprehensive view of their financial picture and help them meet both short term and long term goals.  

PERSONAL

I graduated with a degrees in Secondary Education and Education Administration and fulfilled my dream of teaching and coaching.I transitioned to CA where I assisted a church ministry through 15 years of continual growth and expansion.  My official title included property manager, business director, music minister, and children's ministry leader.My family and I relocated to the Nashville area and are residents of Spring Hill, TN.Rebekah is my wife and the love of my life. Our 3 boys Justin (16) Dylan (13), and Carson (9) keep us busy and living an active lifestyle.

 

 

Domiciled in TN, CA Insurance #0K04265