Hi, I'm Steve
For more than three decades, I’ve helped 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 offer objective, fiduciary-level 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 we’re excited to welcome our second grandchild soon.
Faith, family, and community inspire the work I do each day.
With a team behind me, my clients don’t just get one perspective—they gain a powerhouse of insight, strategy, and support designed to deliver even greater results.
Meet the Team
Steve Durdin
Retirement Income Specialist
For over 30 years, I’ve been helping people—friends, neighbors, and families just like yours—make confident, well-informed financial decisions. Over the years, I’ve seen how a thoughtful plan can bring incredible peace of mind, and...
Ben Comer
Financial Planner
David Hessel
Financial Planner & Investment Advisor
Hi, my name is David. I’m an Independent Financial Planner. I graduated from Marquette University, in Milwaukee Wisconsin with a B.S. Degree in Finance. I hold the following licenses and...
Becky Miller
Assistant