Steve O'Rourke

Steve O’Rourke

Retirement & Financial Planning
for Businesses & Individuals


Retirement & Financial Planner


The vast wealth of data instantly available through an electronic medium like the Internet is truly making ours an information-based economy. And while many speculated that this information would simplify their lives, many more have found it is only making things more complicated.

When it comes to making financial decisions, the information you can find through Internet sites like this one is a great start, but is only half the picture. What many investors need to be successful is a relationship with a trusted investment professional who will help them sort through the maze of available information and make informed, intelligent choices.

About Steve

Being self-employed is a two edged sword. On the one hand, I can take trips as I choose. On the other, I can not afford to be away from my clients too much longer than three weeks (maximum). So generally, my rides, both domestic and overseas, are loops rather than cross continental epics. The rides run from 9 days to 3 weeks. Still, I have had some good samplings of various places. I have ridden over many regions of the USA. Also Ireland (3x) England, Denmark, Italy and western India.

Read stories of my travels and biking adventures on my blog, Crazy Man On A Bike!




850 Main Street
Baldwin, WI 54002

(612) 670-3720


My Services

investment portfolio Analysis

To keep you informed of how your investments are performing, and to make adjustments as needed.

fixed annuities

To provide income streams for life and to protect against market downside.

Retirement Planning

To design an investment strategy to help you pursue all of your retirement goals. 

Insurance Needs

Providing insurance products that aim to assure your family or loved ones financial security.

individual stocks

To provide you with added long-term growth potential.

mutual Funds

A managed stock pool to help you create diversity in your portfolio.

*Stock investing involves risk including loss of principal. Fixed annuities guarantees are based on the claims paying ability of the issuing company.



Let's Chat.

Use the form below to contact me if you have any questions regarding retirement or business retirement plans. You may also email or call to make an appointment.

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