Steve Andersland with Partners Wealth Management

Steve Andersland with Partners Wealth Management As a well-trained Financial Consultant, I provide common sense advice to my clients. I work closely with my clients to help them pursue their goals.

My number one priority is to do everything in my power to preserve my client's capital and wealth. Drawing on my knowledge, know-how, experience, and comprehensive planning tools, I strive to help them build the financial freedom they so desire. I am licensed to sell insurance and securities products.

*Life Insurance
*Securities: stocks, bonds, options, mutual funds
*Disability Income Insurance
*Fixed and Variable Annuities
*SEP, SIMPLE, 401(k) and 403(b) Plans
*Employee Benefit Plans
*Business Succession Plan Funding Strategies
*Estate Conservation Strategies
*Long Term Care Insurance
*Education Funding Strategies
*Traditional & Roth IRA’s
*Pension Distribution/Rollover

I will work with you and your tax and legal advisers to help you select the most appropriate products to suit your specific needs and circumstances. For a list of states in which I am registered to conduct securities business, visit my website at: www.partnerswealth.net

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member
FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Partners Wealth Management are not affiliated. Specialties: Comprehensive financial planning, estate planning, retirement planning, college funding, and succession planning.

Address

San Antonio, TX
78249

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