Keith Steidle

Keith Steidle leads the Steidle Financial Group, LLC, (SFS) as well as the affiliated firms Steidle Pension Solutions, LLC (SPS) and Steidle Brokerage Services, LLC (SBS). Through the latter two entities, Keith Steidle focuses on meeting the group benefit and retirement plan needs of clients in the corporate sphere.

Steidle Financial Group's individual clients benefit from a host of wealth management solutions, including insurance, investment, retirement, and estate planning. Mr. Steidle works closely with clients, taking time to understand their particular requirements, expectations and risk tolerances. Given the market turbulence of recent years, he recommends sensible investments backed with insurance coverage as an ideal strategy for comfortably weathering economic ups and downs.

In his position at SPS, Keith Steidle offers third-party administration of qualified retirement vehicles, including 401(k), 401(a) profit sharing, SIMPLE-IRA, SEP, and defined benefit plans. Companies with existing plans benefit through reduced administration costs, with annual services billed at a flat all-inclusive fee of $600. Comprehensive services provided as part of SPS annual administration packages include preparation of plan valuation report and IRS form 5500, with schedules. Mr. Steidle tests plans for top-heavy status, updating plan amendments as necessary. His firm also provides yearly fund-performance reports and employee annual statements, keeping comprehensive records of all relevant changes and transactions.

Through SBS, Mr. Steidle's financial focus extends to group benefits tailored to the needs of small to mid-size businesses. He offers clients access to affordable life, health, and disability insurance group plans, as well as long-term care and estate policies. Keith Steidle holds qualifications as a Chartered Retirement Plans Specialist and a Chartered Life Underwriter.