Steve Hyers is a native of Jacksonville, Florida who grew up in the city. Steve has worked in the financial services industry for over 30 years and has owned his own firm for over 17 years. After acquiring his undergraduate degree, his experiences include being a bank officer specializing in investments and loans, for one of the largest financial institutions in the United States during the 1990s. Steve also held a Director-level position for one of the largest employee benefits firms in the state of Florida during the 1980's.
As a financial planner*, Steve is both a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He has earned these credentials by completing courses over several years and passing national standardized tests. As a result, Steve has become a specialist in areas of wealth-management, retirement-planning, estate-planning, education-planning, and loans.
Capital Dimensions Wealth Management offers clients the ability to invest on either of two platforms-- commission based and/or advisory-fee based. Clients have the option to purchase a wide variety of investments by paying a commission at the time of purchase or pay a small fee periodically based on the amount of assets within their portfolio.
* Steve is a financial planner with, and offers fee-based advisory services through United Planners Financial Services.
**Based on total revenues as reported in Financial Planning magazine, June 1996-2014
Securities offered through United Planners Financial Services, Member: FINRA, SIPC.
Advisory services offered through CAPITAL DIMENSIONS. Capital Dimensions and United Planners are not affiliated.
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securities business with residents of the following states:
Florida, Georgia, North Carolina, California, Illinois, Maryland, Montana, Oregon, Arkansas, Tennessee, and Vermont.
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