Our Firm

Salazar, Steer, Thomasy & Ulrich Group

Our company is an independent consulting and advisory firm specializing in business retirement planning and personal financial planning.  Our mission is to be a value-added financial consulting firm, which will provide financial consulting services to businesses and individuals. 

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 financial plan.  This philosophy recognizes that each client has unique circumstances, which require custom solutions 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.

With over 80 years of combined experience in the personal and business retirement planning industry we are dedicated to providing our clients with the highest level of consulting and advisory services possible.