Broker Check

OUR SERVICES

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners, and are proud to offer socially responsible investment options. 

Learn more about our Service Options

How We Work

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program with the following services:  

  • Tax management and planning 
  • Investment management, including socially responsible investments
  • Retirement income planning
  • Family risk management
  • Legacy and estate planning
  • Annuity products
  • Education planning
  • Special needs planning
  • Cash flow and debt management
  • Business planning

Services offered by Rick Steele and Miranda Petersen through their affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.