Broker Check
Steven P. Hagemann, CLU

Steven P. Hagemann, CLU

Director/Financial Planner

Next Phase™

Steve has worked in financial services for more than 39 years. He assists individuals, business owners and executives with developing financial strategies in the following areas:

 

  • Individual and Business Financial Planning
  • Estate Planning Strategies
  • Retirement Plan Selection and Evaluation
  • Investment and Insurance Analysis

 

Steve helps his clients seek financial freedom and independence by establishing clear goals and financial discipline. Using a long-term relationship approach, he works with clients to prepare a plan that takes into consideration their needs, goals, risk tolerance and investment time frames. Focused on a custom, personalized service experience for clients, Steve engages in collaborative planning with other key financial professionals such as attorneys and CPAs to help ensure each client’s specific needs are addressed.

 

Steve is currently President and Director of Navigation Financial Group. He obtained his Bachelor of Business Administration Degree from Stephen F. Austin University in 1974, and is a prior board member of the Dallas Association of Life Underwriters. Committed to ongoing education and learning in order to better serve clients, Steve has attained a Chartered Life Underwriter (CLU®) industry designation from The American College in Bryn Mawr, PA.

 

Steve resides in Dallas and is a member of the Water Mark Church. When not busy helping clients, he enjoys golfing, fishing and outdoor lake activities.

 

 

 

Securities offered through Securities America, Inc. Member FINRA/SIPC. Steven P. Hagemann, Registered Representative. Advisory services offered through Securities America Advisors, Inc., Steven P. Hagemann, Investment Advisor Representative. Navigation Financial Group and the Securities America companies are unaffiliated. Updated 01/16.