About Stephen Estler

My Mission Statement for you is:

Glorify God in the work that I do To Help Maximize the Financial Goals For You and Your Family To Maximize the Efficiency of Your Money at work.

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Stephen D. Estler,
CLU, ChFC, CLTC

With today’s busy lifestyles our lives move quickly. Sometimes we are so busy with what is urgent, we simply don’t take time to do the planning we truly want to do.

With that in mind, when was the last time you reviewed and updated your insurance and estate matters?

My approach is simple, thorough and professional. It could be the step that will help bring order, confidence and a more powerful use of your assets.

Qualifications:

  • FINRA Series 6 Registration (Investment/Variable Products)
  • Registered Representative of MML Investors Services, LLC
  • Chartered Financial Consultant
  • University of Florida Bachelor of Science

Membership Affiliations

  • Past State President of the Florida Association of Insurance and Financial Advisors
  • American Society of CLU & ChFC
  • Past President of the Broward County Estate Planning Council
  • American Health Insurance Association Charter Member
  • Lifetime Board Member of American Cancer Society,Broward County
  • Past Chairman Salvation Army
  • Tower Club, Board of Governors
  • Treasurer, Fort Lauderdale, Christian Business Men’s Committee
  • Past Board Member, Bethany Christian School
  • Elder, Rio Vista Community Church

Professional Specialties:

Life & Disability Income Insurance
Needs
Group Life/Health & Disability Income Insurance**
Analysis of Savings & Investments* Buy – Sell Strategies
Retirement Income Needs Family Business Succession Planning
Retirement Planning Key Person Insurance
Tailored Retirement Plans Executive Bonus Plans
Long Term Care Insurance Deferred Compensation Funding
College Costs Analysis Tax Saving Strategies
Investment Products* Charitable Giving
Mutual Funds* Business Continuation Planning
Variable Annuities* Pension, Profit Sharing and 401(k) Plans

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*Stephen D. Estler is a registered representative of and offers securities and investment advisory services and financial planning through MML Investors Services, LLC, member SIPC. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334. 954-938-8800. Estler Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

**Not all products provided by Massachusetts Mutual Life Insurance Company and MML Investors Services, LLC.

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Stephen D. Estler is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC.  Member SIPC  1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334.  954-938-8800.

Estler Financial is not a subsidiary or affiliate of MassMutual or MML Investors services or their affiliated companies.

*Not all products provided by Massachusetts Mutual Life Insurance Company and MML Investors Services, LLC.

CRN202108-251425