Our typical clients are people who want to delegate their financial planning and investment management to an experienced guide so they can spend time on what matters most to them. Our comprehensive financial planning and wealth management services tend to best support diligent savers who have accumulated investment and retirement assets of $750,000 or more. These assets can be in brokerage, IRA, Roth, 401(k), 403(b), 457 accounts and more. We may reduce and/or waive our minimum asset requirement for those still in the accumulation phase.

While many clients reside in Illinois, we work with people throughout the United States. We are equipped with technology that makes it simple for us to meet (over video or through screenshare) and help guide you through the questions that you have, all while doing what is necessary to protect your privacy.

We charge a small percent of the assets we manage for you. The fee varies depending on the size of your portfolio. Typically these range from 0.5% to 1.65%. Our fee includes management of all of your investment accounts plus all of our Retirement Blueprint Key Client Services.

Sierens Financial Group, Inc. does not take custody or possession of your savings.
Client assets are held at Schwab in an account registered to you.

Our best work that brings the most value to our clients is with those people who are looking for a long-term relationship. That’s why we developed our Retirement Blueprint Dynamic Planning Process. We recognize that personal situations, markets, taxes and the economy continue to shift and change, and as these changes happen, we feel it is best for our clients that we be able to continuously help them update their plan throughout their life.