Steed Investments is an independent firm specializing in comprehensive financial planning, accounting and oil and gas consulting. Independence allows us to focus on our clients’ needs, not on selling any particular products.
We believe that financial planning is an ongoing process and touches every aspect of your life, which is why we use a holistic and comprehensive approach.
We work closely with our clients to learn about every aspect of their life, help them stay focused to achieve their goals and dreams, and give them peace of mind from fears of what the future might hold.
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Think of financial planning as a puzzle comprised of all of your financial pieces – investments, retirement, estate, insurance, education and taxes. A financial planner analyzes every piece to see where you are today and determines which pieces are missing to get you where you want to be. Financial planning is an ongoing process. Planners work closely with clients to stay abreast of their ever-changing needs and wants. Because life changes and the market doesn’t perform as expected, it is crucial to review your plan regularly and adjust as needed. A financial planner strives to organize your finances, reduce uncertainty, and get you on track and in control.
A Certified Financial Planner, or CFP®, practitioner has met the CFP® Board’s
education, examination and experience requirements. These include completing the CFP® academic program, having a Bachelor’s degree, passing the CFP® certification exam and having at least 3 years of full-time related work experience. CFP® practitioners adhere to high standards of ethical conduct and must meet continuing education requirements to maintain their certification.