Your life.
Your plan.
Your people.
A family-run team who knows you by name. Let’s bring your finances together—and plan what’s next.
Start Your Life Review
Financial Planning
Connect your money, family goals, and next steps in one plan.Investment Management
A strategy shaped around you, with ongoing review and active management where appropriate.Retirement Planning
Bring employer plans, pensions, and Social Security into focus.Life Insurance
Help protect the people who count on you. Start with a coverage review.Term life optionsWhen you call, you reach us.
Family-run. Personally connected. When you call, you reach our team—not an outsourced call center. We listen, know your name, and keep your priorities at heart.
We do the legwork.
You have a team.
Getting answers can take time. We make the calls, work through the delays, and keep following up—so you don’t have to navigate it alone.
- 1. Have a conversation.
Your Life Review begins by phone or in person. - 2. We do the legwork.
We handle the company calls, gather the information, prepare the paperwork, and keep following up—even when it takes extra time and persistence. - 3. Put it into action.
Meet with Michael to review your plan and sign the paperwork. We handle the legwork and follow through to help get everything completed.
Start early. Build a habit.
Keep moving forward.
You don’t need every answer to take the first step. Whether you expect a pension or will rely on your own savings, making retirement savings a priority now gives you more time to prepare. We’ll help connect your employer plan and other accounts with the future you want.
Our values guide our work: integrity, care, and putting people first. Wherever you’re starting, we’re here to help.
Let’s find your starting pointHow we get paid
Advice for the long run.
An advisory fee pays for an ongoing relationship: guidance, investment oversight, and regular review of your financial goals. Our fee is based on the assets in your advisory account, supporting a continuing focus on your plan as life changes.
You have a familiar team to turn to—not just someone to call when you want to make a transaction.
Questions about your costs? Call 800-277-7773 or email mstecher@stecherfinancialgroup.com.
Ask about advisory servicesAsset-based fees create an incentive to increase the assets we manage and do not eliminate conflicts. Fees apply even when investments lose value; additional costs may apply. Services and fees are governed by your advisory agreement and applicable disclosures. Brokerage and insurance compensation may differ.
Let's get to know you.
1160 Town Point Road
Chesapeake City, Maryland 21915
Monday–Wednesday: 8 a.m.–5 p.m.
Thursday: 9 a.m.–5 p.m. · Friday: 9 a.m.–4 p.m.
Saturday & Sunday: Closed. All hours Eastern.
Tell us what’s on your mind.
No minimum balance to start a Life Review.