Steve Lear

Thank you for scheduling a meeting with Steve Lear, ChFC, CLU, BFA™. At our firm, we believe financial planning is about more than just managing money—it’s about helping you define your goals and work toward achieving your dreams.

Before your meeting— 
        • Your meeting has been successfully scheduled through Calendly. If your meeting will be held via Zoom, your Zoom link can be found in the same email as your Calendly confirmation.
        • Need to reschedule your meeting? Please click on the link found in your email confirmation from Calendly or reach out to the Scheduling Team.

During your meeting— 
        • We will examine your current financial situation, explore your financial aspirations, solidify your goals, and identify potential strategies to work toward achieving your goals. Topics covered may include, but are not limited to, financial planning, education planning, tax planning, retirement savings and income planning, investments, risk management and insurance planning, and estate planning.

Learn more about our processes—
        • The Affiance Advantage 
        • Investment Management Process