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123 Green Gable Street, Niles, MI 49120

(219) 614-7416
steven.mcclatchey@lpl.com

Your Local Financial Planner in South Bend, Southwest Michigan, Michiana, Northwest Indiana
Your Finances Don't Have to Feel Overwhelming.
I'm Here to Help.

I work with individuals and families to bring clarity to the financial side of life. Thoughtful guidance, one conversation at a time.

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What I Do
Making Financial Planning Feel Human Again

I understand that money can be a source of stress. Maybe you've been putting off a big financial decision, or maybe you just don't know where to start. Whatever brought you here, I want you to know — you're not behind, and you don't have to figure this out on your own. That's exactly why I'm here.

I work with people who want a financial planner that listens first and plans second. Someone who explains things clearly, never rushes, and treats your goals like they matter — because they do. My role is to make this process feel approachable so you can move forward with confidence.

My Solutions
Support for the Moments That Matter Most

Start Planning for Your Future

Retirement Planning

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Investment Management

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Wealth Transfer / Legacy Planning

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Annuities & Income Planning

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Financial Education

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Business Owner Planning

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About My FirmA Financial Guide Who Puts Your Well-Being First

About My Firm
A Financial Guide
Who Puts Your Well-Being First

I chose to build my practice in this community because I care about the people here. I believe everyone deserves a financial planner who takes the time to listen, explains things without jargon, and puts their clients' needs ahead of everything else. I'm not here to impress you with complicated strategies — I'm here to help you feel confident about the decisions you're making. If you've been looking for someone who genuinely cares about helping you and your family, I'd love to be that person.

The Process
Here's What It's Like to Work Together

Getting started is simple. My process is designed to be easy, comfortable, and centered entirely on you.

Step 1
Let's Have a Conversation

We'll start by talking about your life, your goals, and your concerns. No jargon, no pressure — just an honest, open conversation.

Step 2
Let's Create Your Plan

I'll build a personalized strategy based on what matters most to you — your goals, your timeline, and the life you're building.

Step 3
Let's Walk This Path Together

I'll be by your side as things evolve — checking in, adjusting your plan, and making sure you always feel supported.

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My ResourcesRecent Highlights

My Resources
Recent Highlights

I like sharing helpful insights and ideas to keep you informed and inspired. Here are a few of my latest picks.

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Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
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Top 5 Things to Tell Your Financial Pro

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.
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Ready? Let’s Talk
If You Have Any Questions,
Feel Free to Contact Me

There's no question too small and no perfect time to start. If you're thinking about your financial future, I'd love to hear from you.

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