top of page

Sensible Adviser

726 Beaumont Ave
Beaumont, CA 92223

Phone:

951-241-2424

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Steven A. Leach

Welcome to my website. Here, you'll find a brief intro to Sensible Adviser, a little about me and why I enjoy my work.  You will be able to search my registration history and discipline history at the BrokerCheck link located on the home page bottom.  You'll find calculators, videos, flipbooks, relevant articles, and a link to schedule an appointment.

We are located in Beaumont, CA and we service our own community and outlying Inland Empire communities.  We operate an office conveniently located near the interstate 10 in downtown Beaumont, CA to serve you 5 days most weeks.

Values

Values do count as they reveal who we are and what we're made of.  My grandfather, Tony, emigrated to the U.S. in 1914 with his parents at the age of 6 through Ellis Island, NJ.  He met my grandmother in Detroit where she was born of Czechoslovakian parents and they married and spent the duration of their lives living a frugal lifestyle since they had both had experienced the Great Depression.  I watched them while growing up and understood what made them who they were. 

My father started in an auto parts fleet business as a young man and worked a lifetime career of 42 years in that same business, becoming a majority owner.  My mother worked numerous jobs over the years to make sure my brother and I had the same opportunities as our friends.  My parents were diligent savers and today they enjoy a great retirement lifestyle in Paso Robles, CA.

Giving Back

There are 3 programs locally that I feel strongly about.  WinterWish is a 36-year old seasonal charity that gives gifts and food to local students and their families that our community school district teachers identify.  All  incoming donations are spent on the needs of students and all hours are volunteer.  Winterwish has touched my life in some meaningful ways over the past 17 years.

Supporting local athletes through a community-based organization called Fellowship of Christian Athletes is important to my wife and I.  Both my son and I played the game of soccer (or futbal appropriately) and learned a lot about competing in life.  Athletes face many challenges and need a lot of positive encouragement.

I host a weekly men's ministry group at our family home each Tuesday night throughout the year.  I've learned so much over the past 5 years with this group.  I just want to help other men that I enjoy spending time with.

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

This calculator is designed to help you attach a dollar figure to your life’s work.

How Long Will Your Funds Last?

This calculator can help you determine how soon you can pay off your mortgage.

bottom of page