At Dedicated Insurance Advisers

We focus on Fixed Index Annuities and Asset-Based Long-Term Care, to help you secure a stable and worry-free financial future.

Our tailored strategies provide growth, protection, and income certainty, ensuring you can enjoy retirement with confidence. Whether you're looking to safeguard your wealth, generate lifetime income, or plan for future care needs, we’re here to guide you every step of the way.

We can discuss important things like protecting your savings, making your savings last, and passing them on to the next generation. We can help you manage your savings wisely, through Tax Planning and Wealth Preservation.

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We can assist you to grow your retirement savings through investment options such as IRA’s and Annuities and to keep your savings through retirement vehicles such as Roth conversions, rollovers, and long-term care, to make your money work better for you in your retirement years keeping in mind the impact on your taxes.

This is especially important for younger generations who are more informed and expect different things from financial advisors. They need advisors who can talk about the whole picture, not just short-term gains.

Our Services

Making a financial plan

Retirement Planning

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Annuities

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Protection concept

Asset Management

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Insurance concept

Insurance Planning

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Tax Planning

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Meet our Advisor

Steve Clott CFP®, CPA

Certified Financial Planner™
Certified Public Accountant

Steve Clott has provided residents of the Greater Philadelphia Region, Delaware Valley Tri-State Area, and beyond, affordable tax services since 1974. He launched his career working for a center-city Philadelphia accounting firm, became a Certified Public Accountant licensee in 1978, and soon rose to senior staff accountant. In 1983, he left to start his own CPA tax practice in suburban Philadelphia, and in 1996, he earned his Certified Financial Planner™ and Enrolled Agent designations. To greater serve the needs of his clients, Steve started Dedicated Investment Advisers, LLC in 2003. Four years later, he created Dedicated Insurance Advisers, LLC, furthering his portfolio of financial planning and long-term care insurance planning services.

Steve graduated from Temple University in 1974 with a Bachelors of Business Administration degree in Accounting. He is a PA licensed CPA, a CFP candidate, and an IRS federally licensed Enrolled Agent, who owns and operates a specialized tax services firm serving clients in Philadelphia and its western suburbs.

Steve’s office is located at 2024 Darby Road, Havertown, PA 19083-2305.