"Greg was my first choice"
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"responsive and quite personable"
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"you guided my mother correctly"
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"Your knowledge has changed our lives!"
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"great work you do for senior clients"
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"My sister and I didn't know where to turn when our mother became ill."
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"you held mom's hand through the whole application process."
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"patiently and lovingly helped me with all my options"
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"You helped raise my spirit"
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"You made it much easier to deal with a difficult situation"
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"Our sister’s assets are now protected"
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"I really appreciate all of your help."
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"Thank you for all your help and support for my folks"
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"my husband is so relived and settled in."
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"I am very impressed with your firm"
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"Even our attorney marveled at how well we have "handled” things"
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"This program will save my mother thousands of dollars"
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We Specialize in:

 
  • Asset Protection
  • Wealth Transfer
  • VA & Medi-Cal Planning
  • Long-Term Care Planning
 

Steen & Company brings over 100 years of combined experience and  practical application, thus  giving  you  the  very best  in Asset Protection, Long-Term Care & and Wealth Transfer

Planning.   Our team   of   Advisors,   Case   Managers   and Community Relations Specialists stands ready to assist families with expert guidance and coaching in the most challenging of times.

"Truth 4 Seniors with Greg Steen"

 
Monday - Friday at 11am Proud Charter Business Sponsor

Not sure who you can trust?

 Visit Greg Steen's National Ethics Association profile!

Deceptive sales practices can be a problem these days. But you can protect yourself by doing "due diligence" before purchasing a product or service.

Complete our Medi-Cal Eligibility Form!

 

You don’t have to let Long Term Care costs deplete all of your life’s savings! CLICK HERE and complete the form. We'll evaluate it for FREE and offer strategies to show how you can protect your home and life's savings