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Our process to help you evaluate our tax planning, investment management and income planning services and make an informed decision on partnering together to help you:
Help reduce what you pay to the IRS and keep your hard-earned retirement savings
Help maximize your retirement income without worrying about your future
Enjoy life today & be financially confident about your tomorrow
We are retirement professionals and have strategic partnerships with tax planning professionals that are experienced working with:
Age 55+
Retirement investors age 55+ who are retired or close to it
$1 million or more
Diligent savers with investments over
$1 million (Excluding real estate)
Professional Guidance
People who value having an experienced guide and collaborative partner because retirement is too important
*Sierens Financial Group, Inc. has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.
The MAX RETIREMENT™ Process
1. Retirement Design
Discuss your values, interests & retirement plans Go over your current financial picture Our process/services Mutual fit check
2. Strategy / Mutual Commitment
Max Retirement™
Checklist —evaluation of risks, opportunities & strategies across:
— Retirement income
— Risk Management
— Investments
— Tax
— Legacy Decision Point: Do you want our help and long-term partnership?
— New client account
set-up
3. Implementation
Together, develop and implement your Max Retirement™ Blueprint
— Personalized Income
plan
— Tailored Investment plan
— Tax Optimization
4. Ongoing Client Experience
Review plan structure Review client portals Schedule advanced planning
— Tax
— Health
— Legacy Annual Dynamic Planning Meetings
1. Retirement Design
Discuss your values, interests & retirement plans Go over your current financial picture Our process/services Mutual fit check2. Strategy / Mutual Commitment
Max Retirement™ Checklist —evaluation of risks, opportunities & strategies across:
— Retirement income
— Risk Management
— Investments
— Tax
— Legacy
Decision Point: Do you want our help and long-term partnership?
— New client account
set-up
3. Implementation
Together, develop and implement your Max Retirement™ Blueprint
— Personalized Income
plan
— Tailored Investment plan
— Tax Optimization4. Ongoing Client Experience
Review plan structure Review client portals Schedule advanced planning
— Tax
— Health
— Legacy Annual Dynamic Planning Meetings
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. 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 RETIREMENT™ Process is our process name, it does not promise or guarantee investment results or preservation of principal.
With You Through Life's Changes Our Ongoing Commitment.
Solve. Collaborating a path forward
Maintain. Keeping you on track
Improve. Optimizing your wealth
Protect. Avoiding potential pitfalls
Ready to talk? Book a call with us.
We’re looking forward to getting to know you!
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