Steven L. Polaski, CFP® is a CERTIFIED FINANCIAL PLANNERTM practitioner serving clients in the Tri-Valley area and East Bay. He has been helping his clients plan their financial futures for over 10 years. Steve specializes in:
Comprehensive retirement planning
Educational funding for children and grandchildren
Wealth management
Legacy and estate planning
Life Insurance and annuities
Tax-free and tax-advantaged investments
Are you curious if you’re on the right track to meeting your financial goals? Do you have questions regarding your current portfolio? Contact Steve today for a free, no-obligation consultation.
Retirement Planning
A solid plan is the foundation for a successful retirement. Contact us for a free no-obligation appointment to discuss your situation today.
