Julie Steppan

Financial Advisor at Becker Retirement Group - Bellevue, WA, US

Julie Steppan's Colleagues at Becker Retirement Group
Arwen Becker

Owner/Financial Adviser

Contact Arwen Becker

Randy Becker

Retirement Planning Professional/Owner

Contact Randy Becker

Chaia Marshall

Client Account Specialist

Contact Chaia Marshall

Jared Fankhauser

I.T. / Facilities Assistant

Contact Jared Fankhauser

Abe Perez

Financial Advisor

Contact Abe Perez

Travis Larson

Client Relationship Specialist

Contact Travis Larson

View All Julie Steppan's Colleagues
Julie Steppan's Contact Details
HQ
425-822-8282
Location
Greater Seattle Area
Company
Becker Retirement Group
Julie Steppan's Company Details
Becker Retirement Group logo, Becker Retirement Group contact details

Becker Retirement Group

Bellevue, WA, US • 10 - 19 Employees
Financial Services

One stop. Many options.Preparing for retirement should create excitement, not concern. Yet for many, that's not necessarily the case.According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.That's where we come in.We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we'll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

Retirement Income Strategies Tax Efficient and Tax-Free Strategies Wealth Management Asset Protection Annuities Life Insurance Social Security Planning Long-Term Care Strategies IRA and 401K Rollovers IRA Legacy Planning Estate Planning
Details about Becker Retirement Group
Frequently Asked Questions about Julie Steppan
Julie Steppan currently works for Becker Retirement Group.
Julie Steppan's role at Becker Retirement Group is Financial Advisor.
Julie Steppan's email address is ***@beckerretirement.com. To view Julie Steppan's full email address, please signup to ConnectPlex.
Julie Steppan works in the Financial Services industry.
Julie Steppan's colleagues at Becker Retirement Group are Arwen Becker, Randy Becker, Chaia Marshall, Jared Fankhauser, Abe Perez, Travis Larson and others.
Julie Steppan's phone number is 425-822-8282
See more information about Julie Steppan