Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
CFP(R), ChFC(R) (Chartered Financial Consultant), MBA
Steven has worked in the Financial Services industry for almost 40 years. He holds a State of Florida 2-15 License (Life, Health and Annuity) as well as additional licenses in multiple states. Steven also holds the CFP(R) and ChFC(R) (Chartered Financial Consultant) designations. Steven received his BA in psychology from Hofstra University and his MBA from St. John’s University.
Steven is married to his wonderful wife, Violette, for over 50 years. He has two grown children, Lauren and Valerie and four grandchildren; Josephine, Jordan, Emersyn and Austin. Steven enjoys the South Florida life. He also remembers to give back as well; contributing and/or working with Canine Companions, Wounded Warriors, Cancer Society, St Jude’s Hospital and Schriner’s Children’s Hospital.
Dr. Brian Mitteldorf
DC Financial Advisor
Brian M. Mitteldorf, D.C. and Financial Advisor attended Life University in Marietta, Ga and is a 1986 graduate and alumni.
He was a practicing chiropractor for over 32 years and successfully owned and operated over 20 offices in 3 states; Florida, Georgia, and South Carolina before retiring. He was named “Chiropractor of the Year” in Broward County, Florida in 1992. The last 3 years Dr. Brian has worked as a Financial Advisor by obtaining his insurance licenses in Florida and multiple other states. He holds a State of Florida 2-15 License (Life, Health and Annuity) as well as additional licenses in multiple states.
Dr. Brian is the proud father of 2 adult sons Joshua and Jordan. He enjoys Golfing and fishing on the weekends with his sons and friends, as well as relaxing on the beach. He is Charitable to the Wounded Warriors, Alzheimer’s Society and Cancer Society.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.