
Brad Steppemail
Capital Strategies - 6900 I-40 West
6900 I-40 West Suite 304C
Amarillo, TX 79106
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Languages:
- English
Credentials:
- CFBS
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
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