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Stephen is an independent financial advisor who believes the true art of financial guidance is not so much in the accumulation of assets but is in the preservation and distribution of those assets. Steve has been providing highly individualized financial guidance to clients across the nation for over 30 years. He is a popular speaker and lecturer and has formed several strategic alliances with accountants, attorneys, and other professionals to bring a multi-disciplined approach to the planning process.

Jeff D. Sather, founder of Cornerstone Legacy Partners, is known as “The Advisor to the Advisors” for his expertise in asset-based long-term care insurance. With nearly a decade of experience in the industry, Jeff has worked with some of the nation’s top financial advisors, agents, CPAs, CFPs, and estate planning attorneys. Jeff has also partnered with Roy Snarr Retirement Solutions and the Snarr Agent Academy to help run the Long-Term Care division, which assists thousands of agents and clients annually. Jeff is passionate about helping people obtain crucial retirement coverage.