Stephen Labreche

Stephen LaBreche

 Financial Planner 

About

Focus: Insurance Strategies; Retirement  Planning; Financial Planning; Investment Strategies; Business Succession Planning; Estate Planning; Group Benefits; Military  

Steve LaBreche is a Financial Planner affiliated with MassMutual and Coastal Wealth, a MassMutual Firm.  Steve is originally from Pontiac, MI but spent most of his formative years in the mountains of Southeastern Kentucky.  He is a graduate of Virginia Tech.  Prior to his career in the financial services industry, he served in the Marine Corps for 23 years.  He served in Japan, Korea, Iraq, Italy, North Carolina, Hawaii, and California before retiring as a Lieutenant Colonel.  
 
Steve approaches his practice with the same high standards he met and upheld as a Marine Officer.  He prides himself in getting to know each client so that he can understand their individual needs and what matters most to them.  His combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.  Whether your goals include preparing for milestone life events like retirement or college, protecting your family’s future or you’re simply looking for life, disability income or long-term care insurance protection, he promises a new level of attention, insight, and capability.
Steve, along with his wife Tae Im, reside in Sun City Center, Florida with their three children Anna, Leah, and Ryan.  In his spare time Steve enjoys golf, fishing, weightlifting, and playing basketball with his kids.
 
He is licensed to sell insurance in FL, KY, IN, and VA.  He holds 215, Series 7, Series 62, and Series 65 licenses.  He is a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org).  Supervisory address: Coastal Wealth, 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334
 
 
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My Approach

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I  can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

SOLUTIONS THAT HAVE AN IMPACT

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.