Salazar, Steer, Thomasy & Ulrich Group

Our company is an independent consulting firm specializing in retirement planning and personal wealth management.

The cornerstone of our philosophy is to know the client. By taking the time to listen and objectively assess our clients' needs and goals, we develop a customized plan. This philosophy recognizes that each client has unique circumstances, which require custom strategies to fit their needs. Gathering information, listening carefully, and understanding the client's situation is the foundation for every decision we make together with our clients as we build, implement and monitor the financial plan.