Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Pennsylvania > Doylestown > Charles F. Steege, CFP®
Find the Certified Financial Planner™
Who's right for you.

Charles F. Steege, CFP®

SFG Wealth Planning Services, Inc.

3655 U.S. Route 202
Suite 140, Georgetown Crossing
Doylestown, PA 18902
Phone: (215) 345-5601
Fax: (215) 345-5621

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $150,000
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Limited Partnerships
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Special Needs
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.