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Wealth planning & management so you can invest, live, and retire confidently


Spend time
with family

Winter in a
warmer climate

Travel and
see the world

your lifestyle

Enjoy the present

Plan for the future

You have important needs, wants, and wishes for your life, now and in the future. If you’re not sure what to do, or you’re not sure your current plan is the right one, it can leave you wondering: “Will I be ok?”

At Stein Financial Group we believe you should be enjoying each day, doing what you want to be doing, not worrying about the future.

We have the experience and the system to give you the confidence you are looking for called the Good Life Program.

What is the Good Life Program?

The Stein Financial Group


Increase Financial Literacy

We make complex topics simple through communication. Our job is to make sure you understand the financial lingo to make better and more informed decisions.

Pension Plan Specialists 

With over 30 years of experience working with government employees, we have been around the block when it comes to pensions, PERA, 403b, and 457 accounts.

Interactive Client Portal

Transparency is key. Our clients have access to a secure client portal which gives them direct insight into their money, their returns, and their goals.

To help increase your financial literacy, join our monthly newsletter.

We help you answer tough questions.

We serve hundreds of individuals and groups, but our open-door policy means we are always available to answer any questions that come up.

  • Am I going to be ok in retirement?
  • Am I saving enough?
  • Are my returns going to meet my needs?

Let us help you feel more confident about your retirement.

Frequently Asked Questions

The Stein Financial Group

Retirement Success Plan

Discovery Meeting
Find out whether we’re a fit. This no-obligation meeting helps us learn about you, who else is important to your planning, your financial status, and your retirement goals.

Good Life Program
We recommend one-of-a-kind financial planning. You have unique needs and goals, and we make sure you understand the reasons behind our recommendations.

On-going Advising
We continue to work toward the good life. We proactively monitor your investments, adjust your plan as needed, and include regularly scheduled visits so you feel confident along the way.

Get Started Today


Good Life Insights

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