Darlene K. Steffen (CFP®, CPA/PFS)

Darlene K. Steffen focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Agribusiness succession planning, estate issues specific to Agribusiness trusts, related passive management and family issues specific to agribusiness. 
Work with trust officers and farm managers as part of comprehensive financial planning for farm families.

Additional Information

30 years experience in Agribusiness with financial and business management
Member - American Institute of Certified Public Accountants
Member - Illinois CPA Society

NAPFA Start Date

April 24, 2006


This Office

1816 28th Avenue Place Moline, IL 61265 Phone: (309) 230-3627 Fax: (309) 797-6055