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
Knowledge and Experience
Availability
Welcoming Environment
Personal Touches
Health-oriented and Creative Activities
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)
Goodwill Ambassador
Abers is a Goldendoodle whose father was a Standard Poodle and whose mother was a Golden Retriever.
Sarah
Certified Greeter
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:
Events
Connect with Steinberg Financial today.