Hi, I’m Steve
I enjoy helping individuals and families make confident, well-informed financial and risk-management decisions. I’ve seen how thoughtful planning can bring clarity, direction, and peace of mind—and how failing to prepare can have lasting consequences.
As a Registered Social Security Analyst (RSSA®), I, along with my team bring specialized expertise in one of the most important, and often misunderstood, parts of retirement income planning. Social Security isn’t just a monthly check; it’s the foundation of a retirement strategy. We guide clients through complex rules, help them avoid costly mistakes, and work to optimize the lifetime benefits they’ve earned.
With additional credentials in long-term care (CLTC®), investments, and insurance, I am able to offer objective advice alongside comprehensive risk-management solutions.
Our focus is on integrating Social Security, investments, insurance, and long-term care into one coordinated approach, so all the pieces of your financial life work together seamlessly.
Though I serve clients nationwide, my roots are in Tabernacle, NJ, where I live with my wife of more than 36 years, Julie and German Shepherd, Cooper. We’ve raised three grown children, all of whom live nearby with their spouses and children.
Faith, family, and community inspire the work I do each day.
Our Team
With a team behind me, my clients don’t just get one perspective - they gain a powerhouse of insight, strategy, and support designed to bring expertise and experience into each decision.
Steve Durdin
For over 30 years, I’ve helped individuals and families make clear, confident financial decisions. As a Registered Social Security Analyst® (RSSA) and Certified in Long-Term Care (CLTC®), I bring specialized expertise to retirement income planning- integrating Social Security, investments, insurance, and long-term care into one seamless strategy.
My goal is simple: help you avoid costly mistakes, make informed choices, and retire with peace of mind.
Retirement Income Specialist
David Hessel
I believe the best planning starts with listening. My wife, Gina, and I built our practice to help people make thoughtful financial decisions that support a less stressful, more fulfilling life.
I take a holistic approach to planning, with a focus on investment guidance that supports long-term goals. By looking at the full picture, my goal is to help clients reduce financial stress, gain clarity and direction around their choices, and feel confident living well today while preparing wisely for the future.
Financial Planner & Investment Advisor
When I was five, my father became chronically disabled and could no longer work. Because he had planned ahead with disability insurance, my family was able to stay financially secure during a very uncertain time. That experience showed me early on how thoughtful planning can protect a family’s life, not just their finances.
Today, it’s why I place such importance on protection as part of a detailed and thorough plan. Insurance isn’t about preparing for the worst. It’s about making sure that, whatever life brings, the people and priorities that matter most are cared for.
Financial PlannerBen Comer
I’ve always been drawn to numbers and the power of compounding. As a kid, I learned how a single penny doubling each day could outgrow a billion dollars—and the lesson stuck: small, consistent actions add up.
Today, I help clients invest early, even when the amounts feel small. Over time, those beginnings can grow into meaningful wealth. The most rewarding part is watching uncertainty turn into confidence as their plan gains momentum.
Financial PlannerGenny Strenski
I began my career with a passion for helping others. Over the years, I’ve been fortunate to help clients make thoughtful financial decisions, always keeping service at the heart of my work.
When my kids were young, a job loss gave me the opportunity to work part-time and be present for their school years, an experience that deepened my commitment to helping others create financial flexibility and peace of mind.
Outside of work, I love exploring the outdoors, traveling, and spending time with family. My faith guides my life, and I’m grateful for every chance to serve my community.
Client Service ManagerBecky Miller
We’re here to help.
If you’re ready to take the next step, a discovery call is a simple place to start. It’s a relaxed conversation to understand where you are, what matters most, and whether working together feels like the right fit. No pressure, just clarity on what comes next.