Schedule a 15-minute phone call to make sure your situation can benefit from our knowledge and service.
Key Client Services
Retirement Income & Distribution Planning:
Pursue your life’s passions with confidence.
- Develop a customized strategy to turn your savings into reliable income for both now and the future
- Identify and optimize the timing for all your income sources (pensions, social security, retirement savings)
- Implement a tax-efficient withdrawal plan from your retirement accounts to help maximize your spending potential and help minimize tax burdens
- Provide strategies to optimally claim Social Security benefits, enhancing your overall retirement income
Investment Oversight Service:
Create and implement a portfolio to help make your goals a reality.
- Design a customized investment portfolio that aligns with your financial goals and risk tolerance
- Continuously monitor and rebalance your investments to keep them on track
- Implement tax-efficient strategies to help maximize your investment returns
- Consolidate and manage all your accounts for simplified paperwork and reporting
Tax-Reduction Planning:
Keep more of your hard-earned money where it belongs with you.
- Conduct a thorough review of your tax return to identify opportunities for optimizing tax savings
- Stay informed on tax law changes and adjust your plan accordingly to maintain tax efficiency
- Recommend personalized tax strategies, including account types, investments, and charitable contributions
- Collaborate seamlessly with your tax preparer to optimize your overall financial strategy
Family Wealth Planning:
Ensure your family is always provided for, in the most tax-efficient way possible.
- Review of your estate plan to help ensure it aligns with your goals
- Coordinate with your attorney to sync your estate plan and your wealth plan
- Plan for long-term care to help protect your family's financial future
- Assist with Medicare selections and reviews for optimal healthcare coverage
Client Services & Communications:
- Annual strategy meetings and year-end tax-planning meetings
- Monthly newsletter to keep you apprised of the most current planning options
- Special reports on ways to help reduce your taxes, and other important retirement topics
Our Ongoing Commitment to You
Solve. Collaborating a path forward
Maintain. Keeping you on track
Improve. Optimizing your wealth
Protect. Avoiding potential pitfalls
Insurance products are offered through the insurance business Sierens Financial Management, Inc. Sierens Financial Group, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Sierens Financial Management, Inc. are not subject to Investment Adviser requirements. AEWM and Sierens Financial Management, Inc. are not affiliated companies.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Sierens Financial Group, Inc. has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. Investing involves risk, including the potential loss of principal. Sierens Financial Group, Inc. is not affiliated with or endorsed by the U.S. Government or any governmental agency. Max My Retirement Process is our process name, it does not promise or guarantee investment results or preservation of principal.
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