Darlene K. Steffen (CFP®, CPA/PFS)
Darlene K. Steffen focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Agribusiness succession planning, estate issues specific to Agribusiness trusts, related passive management and family issues specific to agribusiness.
Work with trust officers and farm managers as part of comprehensive financial planning for farm families.
Additional Information
30 years experience in Agribusiness with financial and business management
Member - American Institute of Certified Public Accountants
Member - Illinois CPA Society
NAPFA Start Date
April 24, 2006