Steve Sexton earned his degree in Management Sciences from Pepperdine University. He spent eight years developing businesses for investors overseas until 1994. Upon returning to the U.S., he began his career in the insurance and financial industry with the Automobile Club of Southern California. For the past seventeen years, Steve has developed his own financial advice business.
Sexton Advisory Group is an ensemble retirement practice company serving San Diego and Riverside counties. Our mission is to assist our clients in achieving the goals and objectives that are most important to them by integrating all areas of retirement planning, and using insurance and investment products to address their needs.
Sexton Advisory Group is an ensemble retirement practice company serving San Diego and Riverside counties. Our mission is to assist our clients in achieving the goals and objectives that are most important to them by integrating all areas of retirement planning, and using insurance and investment products to address their needs.
Services
Understanding that no one can be "all things to all people, " we utilize an ensemble approach of financial professionals to address every one of our clients' investment goals and retirement objectives. Depending on your circumstances, we may elect to bring in CPAs, attorneys, long-term care professionals, and even outside portfolio managers to help ensure your needs are addressed at the highest level.
In today's world, our lives are constantly evolving from one phase to the next - a new job, buying a house, getting married, having kids, and creating a retirement plan. Once more, all of these events are documented. These documents are often misplaced or forgotten about until you need them most. Wouldn't it be nice if you never had to worry about losing or finding them ever again?
Reviews (1)
Madonna Saulsberry
Aug 15, 2019
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've worked with Steve and Sexton Advisory Group, Inc since 2007. He helped me put together my finances and retirement after my husband passed away. Through the years he help with reducing taxes on the sale of rental properties, estate taxes. Guided me through my investment so that I don't lose principle. I have found Steve to be very easy to talk too. He makes complicated things easy to understand. I have referred many family members and friends over the years. They are very happy with the service their receiving from Steve. I would highly recommend Steve to anyone whom is looking for tax and retirement
