Steven can help nonprofits with:

• Retirement Planning for Individuals and Businesses (including 403(b) / 401(k))
• Personalized Financial Consultation and 4 Cornerstone Approach
• Business Succession and Individual Estate Planning
• Insurance Solutions (Term/Permanent) for Protection and Planning
• Tax Management for Investments
• Risk Management and Protection Strategies
• Education Funding Options
• Employee and Executive Benefits Services
• Comprehensive Financial Mapping Service

A little more about Steven:

Steven Mattern is a versatile Financial Advisor at Sentinel Financial Solutions, licensed in multiple states (PA, OH, NY, IN, CA) and constantly expanding. He specializes in creating tailored financial plans focusing on individual goals and concerns. Emphasizing flexibility, Steve offers both in-person and technology-aided meetings to suit client preferences. His services encompass a broad range of financial products, including life insurance, annuities, and various investment options.

Steve's approach involves coordinating all client assets to minimize risks and enhance service quality, often collaborating with other professionals. He caters to both for-profit and non-profit entities, partnering with National Life Group to assist businesses in establishing comprehensive employee benefit packages, such as 401(k), 403(b), and other plans, aiding in employee retention.

Committed to inclusivity, Steve welcomes clients regardless of their account size, age, or status. Outside of work, he enjoys a fulfilling family life with his wife Genene and their two children, Lauren and Christian, and indulges in hobbies like hiking, camping, and traveling.