STEVEN ROETH, ChFC®, NSSA
Director, Wealth Management
702-551-4949 x4
9640 W. Tropicana Ave., Suite 106, Las Vegas, NV 89147
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I started in the financial services industry as a life insurance agent for Hartford Life in 2003. In 2004, I began to transition from life insurance to life & annuity planning with my clients. In 2005, I opened my own business as an independent life, annuity, & health insurance broker while also expanding my business into variable contracts. With growing success, I expanded further into the development of commercial real estate and business projects throughout Phoenix, Arizona, giving me valuable financial and business planning experience. Through my broad-based work with individuals in insurance and investments, by partnering with local experts in tax and law, and by serving as a consultant to my business clients I have become well-known in Las Vegas, Nevada in the areas of investments, insurance, income planning, pensions, 401(k), IRA, government entitlements, asset protection and estate planning.
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I am a Chartered Financial Consultant which is one of the highest and most comprehensive financial planning designations in the financial services industry. ChFC® designee’s complete college-level course work in all of the fundamental financial planning areas such as: Investments & Portfolio Management, Income Taxation, Insurance & Risk Management, Retirement Planning & Cash Flow Plan Design, Estate Planning, Business & Business Continuation Planning, Advanced Financial Planning Applications and more. I am also one of three National Social Security Advisors in the city of Las Vegas and was chosen nationally as Advisor of the Year* in 2017. As an NSSA, I teach as a guest lecturer on the topic of “Maximizing Social Security.”
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I am an Eagle Scout and I enjoy camping, hiking, and especially golfing in my free time. I am happily married to my eternal companion, Emily, and we enjoy serving in our church and visiting Disneyland with our three sons: Landon, Cason, and Braden.
*NSSA is not a financially accredited organization. Out of thousands of nationwide NSSA Advisors, I was nominated by my peers and am one of two advisors awarded “Advisor of the Year” by the NSSA
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARY PROMISE
