Steve Brown

My Family Moved Loveland in 1965 and I tell people I was in Loveland before Loveland was cool! I attended Moeller High School and earned a full football scholarship to Eastern Kentucky University where I was one of three freshman to play and travel with the varsity. Our team won our conference and we earned our way into a NCAA bowl game.
I studied Business Management and finance, eventually transferring to and graduating from the University of Cincinnati. I was recruited by Fidelity Investments where I earned my Series 7, 6 and 63 licenses. With these license’s I was able to help my clients with any type of investing and planning they desired. I worked my way through the financial and mortgage industry’s eventually managing the Landen Branch of U.S. Bank.
I am a Notary Public and have had my Life, Health, Property and Casualty insurance license from the State of Ohio Since 2007. I believe in professional ethics and supporting my community. I have been married for 33 years and together we have raised 3 children.
After a family tragedy, I partnered with Secure Retirement Solutions to try and help other families and retirees avoid some the same pitfalls I experienced during those trying times.
My goal is to help my clients avoid probate, save taxes and create a guaranteed lifetime income that they can never outlive. I help retirees during these tough economic times take the necessary steps to protect their nest egg and reduce the negative effects that taxes, probate and nursing home spend down will have on their estate by working with the best Estate Planning attorneys available
I want to provide solutions for each of my clients’ unique retirement situations by building strong, lasting relationships with all of them. I want to do this for you!

Secure Retirement Solutions Inc. is a BBB Accredited Insurance Company in Lexington, OH