Our comprehensive financial planning and wealth management services tend to best support diligent savers who have accumulated investment and retirement assets of $300,000 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.

Yes. We adhere to the fiduciary standard, placing the best interests of our clients before our own interests. Operating with full transparency is not only a best practice, it is a core value at Sierens Financial Group.

Let’s first explain why you shouldn’t hire us: You should not hire us if you are looking for an advisor who will make trades to “beat the market.” Predicting what the stock market or interest rates will do next are things that cannot be controlled. We focus on things that you can control, and we help you plan based on long-term strategies.

You are in the right place if you are interested in keeping your taxes as low as possible, building wealth, creating a retirement income stream, having an investment strategy that aligns with your goals, and ensuring that your family is always provided for in the most tax-efficient way possible .

You’ve found the right family to join if you are looking for a guide who will always give you the pros and cons and advice in your best interest so you can make sound decisions regarding your future.

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 360 Blueprint Key Client Services.

Sierens Financial Group, Inc. does not take custody or possession of your savings.
Client assets are held at TD Ameritrade 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 360 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 in our clients’ best interest that we be able to continuously help them update their plan throughout their life.