Steve A. Janvier

Credentials:
  • CASL®
  • CFP®

Focus: Insurance Strategies, Special Care, Investment Strategies

Languages: English

BUSINESS PHILOSOPHY

 We all want financial security and peace of mind. Keeping what we have and growing our wealth in order to realize our goals is the basis of my practice. My passion is to provide sound financial advice to families and businesses within our communities. I want to be the primary financial resource for people seeking to maximize wealth and minimize risk. I bring experience and integrity to my clients, as your goals and dreams become our shared responsibility.

PERSONAL INFORMATION

  • Securities Licenses: 7, 24, 63, and 65
  • Chartered Advisor for Senior Living
  • Certified Financial Planner
  • Registered Investment Advisor
  • Licensed to offer Life & Health Insurance in MD, VA, NY, and DC
  • BS in Business Administration with a concentration in Finance
  • 2001 National Association of Insurance and Financial Advisors' Rookie of the Year
  • Platinum Conference Qualifier
  • Million Dollar Round Table Qualifier
  • Maryland resident since 2000
  • Member of Our Lady of Perpetual Help Church -- Ellicott City
  • Married wife Brenda in 2006 & has 3 daughters, Angelina, Maya, and Sophie

INDIVIDUAL SERVICES
 
Wealth Accumulation Strategies

  • Fixed and Variable Annuities
  • Education Funding Strategies
  • IRA Consolidation/ Rollovers
  • Pension Payout Alternatives
  • Retirement/ Social Security Planning
  • Mutual Funds/ Exchange Traded Funds

Family Protection/Wealth Preservation Strategies

  • Comprehensive Financial Strategizing
  • Life Insurance and Risk Management
  • Disability/Long Term Care Insurance
  • Charitable Giving Strategies
  • Estate Conservation Strategies

BUSINESS SERVICES

Business Continuation/Key Employee

  • Deferred Compensation Plans
  • Executive Retirement Plans
  • Key Person Life & Disability Insurance
  • Buy/Sell Agreement Funding
  • Disability Buy-Out Plans
  • Business Overhead Coverage

Retirement Plans/ Employee Benefits

  • 401(k)/ Profit Sharing Plans
  • Money Purchase Plans
  • Defined Benefit Pension Plans
  • SEP and SIMPLE IRA Plans
  • Group Insurance (Life, DI & Dental)

See Steve’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

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Elkridge Satellite Office - Marshalee Drive

Satellite Office

6085 Marshalee Drive Suite 210
Elkridge, MD 21075-6023

L0816473328[exp0817]