Steven Van Metre Financial is a financial firm that manages qualified plans using Portfolio Shield™ as an investment option. Portfolio Shield™ is a unique investment strategy designed to take risks when the equity markets are rising and reduce risk when the equity markets are falling. The firm also offers a wide range of life insurance policies including Term, Universal, and Whole Life.
Through monthly video e-mails, quarterly newsletters, and in-person meetings.
Automate processes and procedures using the latest technology to keep fees low.