Description
Greg Steen is Certified in Life Resource Planning, a Long-Term Care Consultant, and Founder and CEO of Steen & Company, a full-service estate planning firm headquartered in Fresno, California. Since 1989, he has specialized in the areas of asset protection, preservation and post-retirement planning. He has conducted retirement and estate planning workshops throughout the state and has written and/or co-written various books, pamphlets and articles for industry use. In addition he is the host of the popular Truth4Seniors TV program. In 1983, Greg married his high-school sweetheart and today their family consists of five children and three grandchildren. When away from the office they enjoy camping, skiing and being outdoors with family and friends.
Education
Greg entered the Financial Services Industry in 1987 where he obtained his California Insurance License. Throughout his years as a financial professional Greg has completed various educational courses covering many different aspects of financial planning, including the following courses: Charting Your Financial Future, California Long Term Care, Estate Planning 1 & 2, Employee Benefit Planning, The Power Of Trusts, and Advanced Life & Annuity Planning. Recently Steen earned the Certified Life Resource Planner designation.
Associations
Greg is an approved member of the National Ethics Association (NEA), an independent organization of insurance and financial advisers who have maintained an exemplary record of business ethics. Greg is also a member of the Society for Life Resource Planning, a member-in-good-standing with the National Care Planning Council, and a Founding Member of the Central Valley Care Planning Council, a not-for-profit alliance of individuals and companies dedicated to helping the public deal with elder planning and long term care planning issues.
References
Available upon request.
“
"Greg has been so much help getting my Mom on Medi-Cal and now that she has passed, he is still helping me sort out things. He is responsive and quite personable. I would totally recommend him!"
”
Cindy S., Lindsay, CA
“
My sister saw an advertisement for Steen & Company and enrolled us in a seminar presented by Greg Steen. Greg did an outstanding job presenting many facts about Long Term Care and Medi-Cal. My sister and I were so misinformed about Long Term Care and Medi-Cal until we attended this seminar. Within three months after the seminar, and with the professionalism, the patience, caring leadership and guidance of Lisa and Laura, we were able to protect my mother's assets and enroll her in the Medi-Cal program. This program will save my mother thousands of dollars over the next few years. I am grateful for the partnership that we have developed with Steen & Company. They have made our life so much easier and they are available to guide us throughout the process."
”
Joe F., Fresno, CA
“
"Dear Greg, Julia and I want you to know how much we appreciate the time and effort you have expended on us as clients. Even our attorney marveled at how well we have "handled” things and said that there was nothing left to do! Thanks you also for the birthday chocolates, very enjoyable."
”
Jodi C., Avila Beach, CA
“
"Dear Greg, thank you for meeting with me. You were more than gracious with your time. I am very impressed with your firm, and I look forward to working with you. Again, thank you for your time."
”
Jay G., CPA
“
"Dear Greg and Patty, We just wanted to say a special thank you for taking what seemed to be an impossible situation for our family and through their knowledge, their expertise and all their hard work turned it around. Our sisters assets are now protected and our minds are at ease. Thanks again. We could not have done it without you! You are the best!"
”
Helen S., Fresno, CA
“
"Just wanted to thank you for all the help you have given me. Greg, I was so lucky to meet you when I worked at the center. You have really gotten me through so many things. I can't thank you enough.
”
Judy F., Fowler, CA
“
"Thanks to all of you for your help. We did not know what to do or how to begin. You explained everything so well and held mom's hand through the whole application process. We always left your office feeling at ease. Now mom can visit dad and still enjoy her life."
”
Jane H., Coalinga, CA
“
"My sister and I didn't know where to turn when our mother became ill. The savings she had were being spent at an alarming rate, and about the time we were thinking of putting her into a nursing care facility, we were told to contact Greg Steen for help. Greg showed us how to protect the assets she had left and took care of getting her appraised for Medi-Cal. the medical process is a nightmare, I would hate to have had to get all of the paperwork done by ourselves. It was a comfort to know that going forward this is something I never gave to deal with. Greg has made life much easier and he was a pleasure to work with!"
”
Carol V., Fresno, CA
“
"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, CA
“
"It was a sincere pleasure to meet you… the information you supplied at the meeting was helpful and its assurance that you guided my mother correctly through this difficult process. I also want to thank you for showing my mother such sensitivity during this very challenging time for her."
”
Roy B., San Francisco, CA
You must be logged in to add reviews.
This member's gallery is private.
