Turning the Page as Financial Goals Change
Preparing for transitions through life includes planning and adapting as financial goals change. Jason Steffen uses his expertise to help clients focus on their specific goals for each stage of their financial future.
Jason provides clients with personalized advice to help ensure adaptable plans to achieve financial goals, whether for home ownership, education, retirement or other milestones in life. He uses a solutions-based, one-on-one approach to work with clients and tailor options as their financial goals change throughout their lives.
Areas of Expertise
- Retirement planning
- Investments and insurance
- Mortgage, home equity and consumer lending
- Financial security and protection
Education and Professional Credentials
- Securities Registrations (7, 66)*
- LPL Financial Advisor
- Life and Health Licensed in Minnesota
The Rest of the Story
With more than a decade of financial services experience in a variety of roles, Jason uses his expertise to work with clients for the long term, helping them achieve their financial goals. He enjoys seeing clients’ reactions when they realize that their goal is within reach, whether buying a house, reaching retirement or any other of life’s transitions.
As a native of the Red River Valley, Jason appreciates the opportunity to assist clients in the region in which he grew up, with its well-known work ethic and welcoming culture.
An avid reader, his book collection fills an entire room. When a page is turned, whether in a book or in life, Jason enjoys seeing how the story unfolds. He uses his expertise to work together with you to write your own financial chapter for each of life’s transitions.
American Federal Bank and American Federal Investments are not registered broker/dealers and are not affiliated with LPL Financial.
The investment products sold through LPL Financial are not insured American Federal Bank deposits and are not FDIC insured. These products are not obligations of American Federal Bank and are not endorsed, recommended or guaranteed by American Federal Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
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