Make Your Healthy, Fully-funded Retirement a Reality

Why Work with Steinberg Financial

Knowledge. Experience. A Human Touch.

In an age where automation is overtaking humanization, financial services can sometimes feel a bit impersonal. At Steinberg Financial, we believe in the importance of cultivating long-lasting and authentic relationships with the people we serve. We are passionate about taking care of our clients and advising them on complex financial topics. You are not just a client to us, but a friend. Alongside our two Goldendoodle “associates” who “sit” in at client meetings, all of our advice is delivered with your best interest at heart. It’s the same caring, personalized advice that we would give to our own family.

What You Can Expect from Us

N

Knowledge and Experience

We have provided more than 34 years of impeccable service to clients in Racine and beyond
N

Availability

We make ourselves available and approachable
N

Welcoming Environment

We treat everyone with kindness and respect
N

Personal Touches

We host a number of client events and gatherings throughout the year
N

Health-oriented and Creative Activities

We introduce clients to our family-owned business, Aromativity, which is located in the lower level of our building

Providing Independent Advice

We believe that financial advice is most effective when it is independent and free from corporate interests. We chose to take our business independent in 2002 to best meet our clients’ needs. We do not work with any large banks, insurance companies, or investment firms when selecting products for you. We focus on providing the products and services that best fit your needs.

We are registered with Cambridge Investment Research, Inc., one of the largest and most respected independent broker-dealers in the industry. We picked Cambridge in part because of their four core values of integrity, commitment, flexibility, and kindness. It is very important to us that we do business with a broker-dealer that shares our values.

Who We Serve

Serving Clients in Racine and Beyond

We serve retirees and individuals who are approaching retirement. Many of our clients have retired from area companies like InSinkErator, Twin Disc, and SC Johnson. We also frequently work with local business owners.

As a reflection of our dedication to our clients’ well-being, we are proud that Steinberg Financial has received the “Best of Racine” Award every year from 2008 to 2018.

Meet the Team

Michael R. Steinberg, CLU®, ChFC®, RFC®

Owner/Financial Advisor

Mike has been a financial advisor since 1985, and specializes in guiding clients through the complexities of retirement planning. He works with his clients to calculate the amount of money they need to live comfortably in retirement, determines their risk temperament, and then develops an asset management strategy. He has a passion for getting to know his clients and holds many social gatherings with the intent of deepening those relationships. Mike has been blessed to share his office with two Goldendoodles, Sarah and Abraham (“Abers”) who “sit” in on most meetings.

Mike received a bachelor’s degree from the University of Wisconsin – Milwaukee. His designations include Chartered Life Underwriter®, Chartered Financial Consultant®, and Registered Financial Consultant. He holds FINRA Series 6, 7, 63, and 66 licenses.

Mike is a long-time contributor to the Racine Area Food Pantries, and a member of the International Association of Registered Financial Consultants and the Society for Human Resource Management. He and his wife Crystal have one son, Chris, who lives in Frisco, Texas. In his free time, Mike is a saltwater aquarium hobbyist and enjoys photography, design, and playing with his dogs.

Leslie Maj

Office Manager / Administrative Assistant

Leslie Maj joined Steinberg Financial as our Office Manager / Administrative Assistant in May of 2020. She enjoys meeting and talking with clients and thrives on providing excellent client service.  Listening to and staying in contact with clients throughout the process of satisfying their financial needs is what she feels is the key component to successful client satisfaction.

Leslie previously worked as the Supervisor of Administrative Services at Advocate/Aurora Orthopedics in Lincolnshire, IL, where she provided business support to 15 health care providers and supervised 15 support staff team members.  Prior to that, Leslie served as Vice President of NorStates Bank in Waukegan, IL.

Leslie enjoys gardening, playing guitar, and loves to go camping. She and her husband, Mark, along with their Cavalier King Charles Spaniel, Buster, reside in Mount Pleasant, WI.

Tracey Vega

Administrative Assistant

Tracey Vega joined Steinberg Financial as our administrative assistant in September of 2020.   Tracey really enjoys the client interaction here at Steinberg.  It is important to her to give our clients the best customer service possible.  She is very outgoing and friendly and is looking forward to getting to know all of our wonderful clients.

Tracey retired from Racine County after 28 years.  All 28 years were spent in the position of Deputy Register of Deeds.  She oversaw critical functions such as producing all Racine County property tax bills, All City and County of Racine Real estate recordings, Birth, Death & Marriage records along with much more.  After she retired, she shortly discovered that she was not ready to be retired.   That is how she came to work here.

Tracey and her husband Jesse reside in Kenosha along with their 2 furr-kids, Tango & Cash (The boys).  They love spending time with family and traveling.

 

 

Check the background of investment professionals on FINRA’s BrokerCheck.

Abraham (Abers)

Abraham (Abers)

Goodwill Ambassador

Abers joined Steinberg Financial in 2009 at the age of two months. His ability to sit motionless for long periods of time while being petted has made him a much-loved member of the firm. He quickly rose through the ranks to become our Goodwill Ambassador. His duties include looking cute, giving his paw, and allowing anyone and everyone to pet him.

Abers is a Goldendoodle whose father was a Standard Poodle and whose mother was a Golden Retriever.

Sarah

Sarah

Certified Greeter

Sarah, like her brother Abers, joined Steinberg Financial in 2009 at the age of two months. Her passion for waiting at the door for the next visitor and her vocal abilities upon their arrival made her a critical addition to the firm. In 2011, Sarah received her Greeting Certification. Her duties include watching for clients to arrive and alerting everyone when they have entered the office.

Sarah is a Goldendoodle whose father was an English Golden Retriever and whose mother was a Standard Poodle. Sarah is two weeks older than Abers and without a doubt the “Alpha Dog.” (And Abers is just fine with that.)

What We Do

We Help People Retire Comfortably

At Steinberg Financial, we believe true success is achieved when your retirement plan is fully aligned with your retirement goals. In order to achieve this alignment, we work diligently with our clients to identify what is most important to them and then offer comprehensive solutions. We specialize in:

Financial Planning

We look at your full financial picture and use advanced financial planning software to design a plan specific to you. Depending on your needs, we may provide assistance in retirement and estate planning, college funding, money management, 401(k) and 403(b) planning, and profit-sharing plans.

Investments

We assist in the development of investment portfolios that reflect your unique needs. Each portfolio is designed based on your specific risk temperament, time horizon, and objectives in order to give you the best opportunity to live a comfortable retirement.

Insurance

Life is difficult to predict. We are no better at predicting the future than you are, but we do provide insurance plans that can help protect you and your family against life’s unexpected circumstances. We offer solutions for long-term care, Medicare supplement, funeral expense, life and disability income insurance plans.

Our Process

A Caring, Thorough Approach to Your Finances

Using our seven-step process, we aim to eliminate your worries surrounding retirement by:

Calculating how much money you need to live a comfortable retirement

Utilizing professional money managers to help determine the optimal places to invest your money at any given time

Constructing a well-diversified, risk-appropriate portfolio that is monitored frequently throughout the year

Conducting personalized, face-to-face meetings on a regular basis to review the performance and appropriateness of your investments

Establishing strategies for you to protect your assets and pass them on to your heirs in a tax-efficient manner

Working with your heirs to facilitate the optimal transfer of your assets

Many advisors do not cover all six steps above. Not only do we ensure all six steps are completed, we go a step further by:

Connecting you with other professionals who specialize in health and wellness, legal and tax advice, life coaching, and more. Our extensive network of professionals has one common focus – to enrich your life during retirement.

Events

We host many lively events for clients throughout the year. View our Events page for upcoming event details and past event photos.

Connect with Steinberg Financial today.

 

Michael Steinberg
6240 Bankers Road 
Mount Pleasant, Wisconsin 53403

Office: 262-635-3200
Fax: 262-638-2044