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Taking Notes

Retire Smart. Protect Your Legacy. Exit on Your Terms.

Comprehensive insurance, estate, and retirement strategies for affluent business owners and families approaching retirement.

Meet Steve Beatty

Our Commitment

Steve Beatty Financial is a trusted financial planning business with over 36 years of experience, dedicated to helping high-net-worth business owners and families secure their financial future, and retire with confidence. Every plan is built around your goals—and coordinated with your legal, tax, and financial advisors.

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Our Expertise

Business Exit Planning

Business Exit Planning

Ensure a smooth, tax-efficient transition of ownership—whether you’re passing the business to family, partners, or selling to a third party. Leave on your terms, with maximum value and minimal stress.

Retirement Income Planning

Retirement Income Planning

Design predictable, tax-efficient income streams that support your lifestyle goals, healthcare needs, and legacy plans throughout retirement.

Advanced Life Insurance Planning

Advanced Life Insuring Planning

Use life insurance as a powerful tool to transfer wealth, reduce estate taxes, protect business interests, and provide liquidity when your family needs it most.

Estate & Legacy Planning

Estate & Legacy Planning

Preserve your wealth across generations with coordinated strategies that reflect your values, protect your assets, and minimize taxes.

Long-Term Care & Health Planning

Long Term Care & Health Planning

Plan now to protect your independence and avoid burdening loved ones later. We evaluate long-term care insurance and other solutions tailored to your needs and health profile.

Qualified Plan & Pension Design

Qualified Plan & Pension Design

Maximize retirement savings and reduce current tax liabilities with customized defined benefit and defined contribution plans tailored for business owners. Each plan is fully personalized, coordinated with your advisors, and designed to give you clarity, confidence, and control.

Steve Beatty Insights

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36

Years of Experience

100%

Client Satisfaction

200+

Families Secured

Why Choose Us

1

Personalized Approach

Our personalized approach ensures that your unique financial needs are at the heart of everything we do, driving tangible results and sustainable financial growth.

2

Comprehensive Solutions

We provide comprehensive solutions that align with your financial goals, ensuring a secure financial future and long-term success.

3

Strategic, Not Sales-Driven

Every plan begins with your goals—not a product. I lead with strategy, and only introduce tools (insurance, pensions, etc.) when they solve a clear problem or enhance your long-term results.

4

Trusted by Professionals

Attorneys, CPAs, and advisors regularly bring me in on high-value cases because they trust my technical expertise and my ability to deliver clean, coordinated solutions that protect their clients’ wealth.

5

Multi-Generational Focus

My work doesn’t stop with you. I help families design legacy and transition strategies that protect wealth across generations—through tax efficiency, trust coordination, and advanced insurance planning.

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