Join us for lunch on Wednesday, September 16 from 12-1:30 PM for our next luncheon featuring guest speaker, Steve Barrilleaux of Safe Harbor Pension & Wealth.
About Steve Barrilleaux:
Steve Barrilleaux started his career in the investment industry in 1993. And since 2004, he has been helping small businesses and individuals take on the seemingly insurmountable task of turning the fears and concerns of an unpredictable retirement future into actions and results. Steve works diligently to put your goals in number terms and then focuses on finding and addressing your personal and business potential and risk in order to develop a strategy that helps you work toward those goals. Steve is a recognized leader in creation of corporate sponsored retirement plans, pensions, 401k/profit sharing programs for all types of business entities as well as numerous wealth creation and transfer programs for the individual.
About Safe Harbor Pension & Wealth:
Safe Harbor Pension & Wealth provides customized financial strategies for corporate and individual clients. With more than 40 years of combined experience, their skilled team strives to provide innovative options for pensions, retirement planning, wealth management services and strategies.