Steve Beatty stepped into the financial advising world in 1989. His expertise is working alongside owners of closely held businesses for almost 20 years. Since 1993, Steve has been a member of the esteemed Million Dollar Roundtable and has qualified for the Top of the Table since 2004, a distinction of only the top 0.2% of financial advisors worldwide (source: www.mdrt.org). Steve earned his Political Science degree from the University of California-San Diego and additionally earned his Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute in Cleveland, OH. Steve was one of the first graduates of the 401(k) Coach Program, a national program from prominent 401(k) advisors. At age 16, Steve started as a sportswriter for the Colorado Springs Gazette-Telegraph, San Diego Union and Los Angeles Times. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Financial Solutions for Business is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Financial Solutions for Business or PartnersFinancial. Neither Kestra IS nor Kestra AS provide tax or legal advice. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-553-7872. www.finra.org www.sipc.org