Overview of Business
Retirement can be an exciting time. You have more free time on your hands to do with as you choose, you can travel more, spend more time with the grandchildren, the possibilities are plentiful. However, retirement can also be a very scary time. The stressors of not being able to afford the normal luxuries that you were able to afford in your working years, or not being able to treat your children and grandchildren to certain advantages you had hoped for, or maybe the worry of how you are going to pay for long term care down the road; all of this can make the thought of retirement much scarier than it needs to be. The good news is that whether you experience an exciting retirement or a frightening retirement, you don’t have to leave it up to chance.
With almost 60 years of combined experience and strong faith guiding us, we have been able to help clients in countless different situations achieve a stress free retirement. At AssetMax we assess your situation and get to know you as individuals and as families so we can best cater to your needs. A common fear we see is the belief that it is either too early or too late to start investing for retirement. We are here to ensure you that that is simply not the case. Please, give us a call today so we can discuss how we may bring you financial peace of mind sooner than you ever imagined!
RETIREMENT PLANNING SPECIALIST™
At a time when many would be long retired, Dan Heil still feels called to minister to the retirement income needs of his clients.
Dan spent the first 16 years of his career as a full-time pastor. Needing a break from ministry, he joined his brother in the life insurance business. Since then, he has returned to ministry while maintaining his insurance practice. Dan has served in ministry for well over 45 years and has worked in life insurance for the past 35 years.
He has combined these two passions by sharing financial concepts at many churches around the country as well in his office in Amarillo, Texas.
Dan earns the respect from his clients because of his willingness to go the extra mile. He takes what he does seriously and considers it extremely rewarding. Bringing a sense of freedom and security to the lives of his clients, truly adds joy to his life.
Dan is a licensed insurance agent with the Texas Department of Insurance and has non-resident licenses in several other states. He is a member of The Greater Amarillo Better Business Bureau and the National Ethics Bureau.
A lifelong Texas resident, Dan and his wife, Jerri, have been married 59 years. They have three wonderful daughters, who have families of their own. Dan feels he has been blessed with the greatest family in the world.
Steven C. Neustaedter, CFP®, RICP®
CERTIFIED FINANCIAL PLANNER™
Steve Neustaedter, a Certified Financial Planner and a Retirement Income Certified Professional, with over 22 years of experience, brings a wealth of knowledge and expertise to his role as financial advisor. His diverse background and training enables him to help clients pursue their long term financial goals through comprehensive, individualized financial planning.
Everyone’s economic and life situation is unique, and he keeps that in mind when providing financial security advice. Steve’s mission statement is to assist his clients in building true wealth through the use of excellent financial planning and appropriate investment products. Together we will use them to build a financial security plan focused on your specific needs. Steve conducts ongoing client meetings to review performance, reaffirm financial goals and to make any adjustments as economic or lifestyle changes warrant.
Mr. Neustaedter received his B.S. degree in Business Management from the School of Business at Kansas State University. He is an Investment Advisor Representative with Creative Financial Designs, a member of FINRA and SIPC. Steve has lectured at various businesses, institutions and churches around the United States. Steve proudly served in The United States Coast Guard and is a boating enthusiast. Steve holds a state life and health insurance license, several professional designations including, a CFP®, RICP® and his series 6, 63, 65, and 7 securities licenses.
Creative Financial Design Investments
We are dedicated to providing financial advisers with the necessary support, tools, techniques, quality financial products and technologies for the achievement of their clients’ goals and objectives through a team of home office personnel committed to serving advisers in a Christ-like manner, believing you cannot push someone to the top of the mountain without getting there yourself.
2623 Paramount Blvd. Suite 5
Amarillo, TX 79109
We Want to Help You!
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser. Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. The Blackmont Group and Asset Max are not owned or controlled by the cfd companies or each other. Advisers are not licensed in all states. Neither The Blackmont Group, Asset Max nor the CFD Companies are associated with SmartVestor or Ramsey Solutions. Neither SmartVestor nor Ramsey Solutions recommend or make an endorsement for services provided under the SmartVestor program.