Welcome!   Steven W. Songer & Associates is an independent financial planning firm established in January of 1988.  We specialize in helping individuals and business owners with their retirement planning and estate conservation.  It is a business of service.  Our success is dependent on building relationships that have trust as their foundation.

Our goal is to position our clients to maintain financial independence.  This is accomplished by providing strategies for four of life's most complicated issues:

  • Growing and protecting your assets
  • Outliving your assets
  • Becoming disabled and exhausting your assets
  • Dying with insufficient assets

This website provides valuable information that can assist in your retirement planning, tax minimization, long-term care planning, and estate conservation.  Please examine the Links, E-Seminars, and Calculators.  They are particularly helpful.

We look forward to assisting with your financial concerns and goals.  Please contact us today to schedule a free consultation!