Broker Check

Mission Statement

Our Mission:  A Healthy, Well-Planned Retirement
(A Holistic Approach to Retirement Planning)

Why Steinberg Financial? At Steinberg Financial we work hard to eliminate all of your worries surrounding retirement. With over 30 years of experience to draw from, we construct a retirement plan that provides answers to all of your questions. 

First, we help you determine how much money you will need in order to live a comfortable retirement.

Second, we provide you with a dedicated market researcher to help determine the optimal places to invest your money at any given time.

Third, we construct a well-diversified, risk-appropriate portfolio that is monitored frequently throughout the year.

Fourth, we conduct personalized face-to-face meetings on a regular basis to review the performance and appropriateness of your investments.

Fifth, we establish strategies designed for you to protect your assets and pass them on to your heirs in a tax-efficient manner.

Sixth, we work with your heirs to facilitate the optimal transfer of your assets.

But we don’t stop there. Most advisors don’t even provide all six services already listed. But we go even further… much further. 

Seventh, through our extensive network of professionals, we connect you with others to help you work towards the enriched retirement that you desire. Whether it be health (fitness training, yoga, Tai-chi, nutrition, chiropractic, essential oils, and holistic medicine), professional needs (legal advice and documents, tax advice and preparation, funeral planning), or even life coaching, our network of professionals has one common focus: to enrich your life during retirement.

Sound interesting?

Contact Mike Steinberg at:

6240 Bankers Road
Mt. Pleasant, WI 53403
(262) 635-3200