Steven M Thagard, MBA, CLU®, ChFC®, REBC®, CFP®

Wealth Management Advisor

Your Future is Now

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, Steven Thagard will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Let Steven Thagard help you ensure your financial future is all you want it to be.

September 27, 2018 - Steven Thagard has been named to the 2018 edition of the Financial Times 401 Top Retirement Advisers.* The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S.

FINANCIAL TIMES 401 RANKING

*The Financial Times 401 Top Financial Advisors is an independent listing produced annually by the Financial Times (September 2018). The FT 401 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 401.

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