Our Qualifications


Steven W. Songer has been assisting individuals and small business owners with their retirement planning and estate conservation concerns for more than 30 years. 

Mr. Songer has accumulated significant experience with a major insurance company, The Equitable Life Assurance Society (now AXA Advisors, Inc.) and a major investment firm, E. F. Hutton and Company, Inc., before starting his own practice in 1988.  

Mr. Songer is a Certified Estate Planner (CEP).  He holds Bachelor and Master Degrees from Indiana State University.  In addition, he is a Life Member of The Million Dollar Round Table (MDRT), The Financial Planning Association,  The National Institute of Certified Estate Planners (NICEP) and has served as the President of The Estate Planning Council of Central Illiana, Inc.

Mr. Songer's personal and professional experiences have provided important insight into the financial needs and concerns of individuals and small business owners.  He has spoken to public and professional groups on the subjects of retirement planning and estate conservation, and is well-versed in financial matters as they affect those age 50 and older.