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Category: Steen & Co.

Asset Protection: Do You Need It?

[ 0 ] March 16, 2012

Greg Steen Most people have assets; that is, money and stuff. You might own a home and a car, a business, a professional practice; have a bank account, some jewelry, maybe a collection of baseball cards or coins, perhaps some furniture. Those of you lucky enough to have a good deal of valuable assets, creating a portfolio of wealth, need a way to protect those assets from risk. Asset protection planning is a process by which you organize your assets–personal, business and/or professional–and employ legal tools to guard against risk of future creditors. Asset protection techniques are designed to deter potential creditors from going after you, and discourage them if they do, generally by making it difficult or impossible for them to take hold of your assets or collect judgments against you.

To assess exactly how much asset protection you may need, consult with Greg Steen a qualified financial advisor. He will help you decide what assets you should protect and what asset protection techniques will work best for you. For more Information please click the link below to fill out our form.

http://blogs.imms.com/steenandco/asset-protection/

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Gregory A. Steen, CEO

2440 W. Shaw Ave. Suite 210
Fresno CA 93711
(559) 227-7322
(800) 456-7559
(559) 431-1414 FAX

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Come Check Out Our Radio Show!

[ 0 ] March 14, 2012

Radio Spots

“We’re delighted to have Greg Steen as Charter Business Sponsor. Greg was my first choice after all of the research I did into whom I wanted to be the one to give sound financial advice to our listeners”
Jim Patterson, former Fresno Mayor and Host of “The Jim Patterson Show”, heard Mon – Fri 4-6pm.

Greg Steen and Patty Ramirez

Radio Shows

Click here to visit the 1680AM KGED website!

Aid & Attendance
Asset Protection Explained
Asset Protection Explained Part 2
Company History
Company History Part 2
Getting the Truth
How to buy a Medicare Plan
Our Approach
Who we are
Who we are Part 2
Alzheimer’s Awareness
Alzheimer’s info
Asset Protection Explained Part 2
Medical Myths – Can I keep my home?
Medical Myths – The look back period
Medical Myths – Lesser level of care?

Gregory A. Steen, CEO

2440 W. Shaw Ave. Suite 210
Fresno CA 93711
(559) 227-7322
(800) 456-7559
(559) 431-1414 FAX

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Our Social Sites!

[ 0 ] March 12, 2012

If you didn’t already know we have our Social Sites on FaceBook, LinkedIn and Twitter. We would like to Invite you to join us and follow.

Gregory A. Steen, CEO

2440 W. Shaw Ave. Suite 210
Fresno CA 93711
(559) 227-7322
(800) 456-7559
(559) 431-1414 FAX

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Sue C. Nipomo

[ 0 ] March 5, 2012

“I would like to convey my sincere appreciation for your professional help with my mother’s estate. Dear Greg, “Not only did you help me while she was still living in a Nursing Facility, but once she passed away and the legal papers started coming in, you were there to help me again. I had the utmost confidence in you and your associates that everything you be taken care of right. And it was! I am so thankful that I heard about you and your associates and the great work you do for senior clients and that I came to you when I needed help to let me know how to go about planning my mother’s estate. You did a wonderful job Greg! Thank you so much.” Sue C. Nipomo

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Gregory A. Steen, CEO

2440 W. Shaw Ave. Suite 210
Fresno CA 93711
(559) 227-7322
(800) 456-7559
(559) 431-1414 FAX

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Allianz

[ 0 ] March 2, 2012

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Nursing Home Care From Your Home

[ 0 ] February 22, 2012

Steen and Co

Nursing Home Care From Your Home

Can be married or single.
Based on medical needs.
Friends/family can provide some of the care.
NOT a good program where spouse/family cannot assist in caring for the patient.
The benefits can pay up to $4,000.00 a month.
This program is administered through Medi-Cal.

If the individual does not qualify for this program based on medical needs now, there may be other programs that may work better for them. Families need to be informed ahead of time on all of the programs that they may be able to qualify for and how these programs work.

Life happens and unfortunately, many that are in the middle of the crisis do not have any idea where to begin to sort things out. We find that there are many families that do not have the basic legal documents in place. We have many attorneys, CPA’s and other financial professionals throughout the state that are here to help you and your loved ones with any of your various needs.

Please Contact us today! Or follow us on Facebook and Twitter!

Gregory A. Steen, CEO

2440 W. Shaw Ave. Suite 210
Fresno CA 93711
(559) 227-7322
(800) 456-7559
(559) 431-1414 FAX

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[ 0 ] February 6, 2012

I was born and raised in the Central Valley and maintain offices inFresno,BakersfieldandSan Luis Obispo. I have been married to my wife Stephanie for twenty-eight years as of May 2011, and we have five children and one grandson. Since 1987, I have been assisting clients in the field of insurance and estate planning. I am the Founder and CEO of this firm, and I am also a Certified Senior Advisor.

Over the past few years, we have put our focus on the following three areas:

• Principal Guaranteed Investments

• Entitlement Planning

• Complete Estate Planning

I have conducted retirement and estate planning workshops throughout the state, been a guest speaker for other firms, and have written and/or co-written various books, pamphlets and articles for industry use. In addition, our partnerships with other professionals include CPA’s, CFP’s and elder law attorneys, to name a few.

As an individual, I am dedicated to achieving the following objectives for my clients:

1. Trustworthy partnership that is mutually beneficial.

2. Providing real financial truth and education.

3. Protection of principal against all possible challenges, (i.e. catastrophic illness, nursing home expenses, market risk, probate delays and fees, etc.).

4. Maximizing yield while realizing peace of mind is a higher priority.

5. Providing the same assistance and confidentiality for all friends and/or family who are referred to me, whether directly or in directly.

As a company, we seek to attain the same goals. As a result, we are currently in the process of building the most comprehensive, informational and state-of-the-art website for the benefit of seniors and all those who are involved in their care. When you have a moment, go to www.truth4seniors.com and check it out. Please feel free to leave input or submit information for review and possible publication. Working together, we can make the site more readily applicable for everyone.

Thanks for your time.

Gregory A. Steen, CEO

2440 W. Shaw Ave. Suite 210
Fresno CA 93711
(559) 227-7322
(800) 456-7559
(559) 431-1414 FAX

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What You Need To Know About Nursing Home Care

[ 0 ] December 19, 2011

Do You Qualify?

Nursing Home Care from Your Home- what you need to know

The benefits can pay up to $4,000.00 a month
Can Be Married or Single
Friends/family can provide some of the care
Based on medical needs

If the individual does not qualify for this program based on medical needs now, there may be other programs that work better for them. Families need to be informed ahead of time on the various programs that they may be able to qualify for, and how these programs work. Steen & Company can help you with those solutions.

Life happens and unfortunately, many that are in the middle of the crisis do not have any idea where to begin. We find that there are many families that do not have their long-term care plan in place. We have many professionals at Steen & Company, to help you with all of your long-term care needs.

Want more information? Visit the Steen & Company website for more details or complete our simple Request Form for an advisor to call you at home!

STEEN & CO.

2440 W. Shaw Ave. Suite 210
Fresno CA 93711
(559) 227-7322
(800) 456-7559
(559) 431-1414 FAX

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Have You Heard The Word?

[ 0 ] December 14, 2011

You can hear straight from Steen & Companies own Greg Steen and Patty Ramirez on their segment of The Jim Patterson’s Show! See below for details!

Radio Spots

“We’re delighted to have Greg Steen as Charter Business Sponsor. Greg was my first choice after all of the research I did into whom I wanted to be the one to give sound financial advice to our listeners”
Jim Patterson, former Fresno Mayor and Host of “The Jim Patterson Show”, heard Mon – Fri 4-6pm.

Greg Steen and Patty Ramirez

Greg & Patty with our friend and guest, Alzheimer’s Care Director, Golden Living Center Country View

Radio Shows

Click here to visit the 1680AM KGED website!

Aid & Attendance
Asset Protection Explained
Asset Protection Explained Part 2
Company History
Company History Part 2
Getting the Truth
How to buy a Medicare Plan
Our Approach
Who we are
Who we are Part 2
Alzheimer’s Awareness
Alzheimer’s info
Asset Protection Explained Part 2
Medical Myths – Can I keep my home?
Medical Myths – The look back period
Medical Myths – Lesser level of care?

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Get A Jump Start On 2012

[ 0 ] December 9, 2011

Maybe you’ve been too busy to notice, but the year’s almost over. In between shopping trips, holiday preparations, and the rest of the daily grind, it’s time to take a breather and focus on some small things now that might make a big difference after year-end.

Maybe you’ve been putting off these tasks, or maybe they haven’t occurred to you. With 30 days left in the year, you can take out this whole list doing just one thing every couple of days. And most of these jobs won’t take an hour.

Review your credit history
Check out your tax situation
Clear clutter
Review/rebalance investments
Support a charity
Max out retirement contributions
Spend your FSA
Prepay bills
Find a financial adviser
Tinker with your budget
Change important passwords
Digitize documents
Make a will

How to find the time to do this stuff: The key is slow, easy, and gradual. Earmark just 15 minutes to an hour per day and go down the list. Keep in mind much of this stuff doesn’t require excessive concentration – you can do a lot of it while you’re watching TV.

And if you don’t get it all done? Well, there’s always next year.

Steen and Company wants to make sure their clients are always ahead of the game. Want to find out more tips and tricks they have for your day to day life? Check out our highly informative website for all your needs!