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.
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
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.
