Steven Andersland

  • Steve Andersland

    Office Phone: 210-524-1049 ext. 44
    Fax: 210-524-8154

    BUSINESS PHILOSOPHY

    My primary goal is to be loyal to the goals and objective of my client. I find that they have had advice from many different advisors over the years. The advice may have been timely when they received it. Conditions and circumstances change and recommendations need to adjust to overcome the changes. Keeping plans current will work towards maintaining my clients financial independence.

    PROFESSIONAL ADVANCEMENT

    • Registered Representative of LPL Financial
    • FINRA Series 6, 7, 63, and 65 Securities Registrations
    • Life, Accident and Health Licensed
    • AA Degree, Mesa College, 1985
    Securities registrations are held through LPL Financial.

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COMMUNITY INVOLVEMENT

  • Member and committee leader, Concordia Lutheran Church
  • 2011 Membership committee chairman San Antonio Chamber of Commerce
  • Member, National Association of Insurance and Financial Advisors (NAIFA)
  • 2 years qualified, Million Dollar Round Table (MDRT)

PROFESSIONAL DUTIES & RESPONSIBILITIES

  • Investment Strategies
  • Retirement Planning
  • Business Succession Planning
  • Estate Conservation & Analysis
  • Charitable Giving
  • Life Insurance
  • Health Insurance
  • 401(k) & 403(b) Plans
  • Non-Qualified Retirement Planning
  • Traditional & Roth IRA’s
  • Mutual Funds
  • Disability Insurance
  • Long Term Care Insurance
  • Business Overhead Protection
  • College Education Funding