Wealth Management Advisory Services
Wealth creation results from reliable and consistent returns over time. Preserving and growing your investments to meet your financial goals regardless of your life stage or market fluctuations requires a dynamically managed, diversified portfolio.
Whether your professional lifestyle leaves you with little time to manage your investment portfolio, or you’re retired or nearing retirement and are concerned about protecting the future, the professional investment advisors of Sikich Financial can help you achieve your financial goals and objectives. Our priority is to keep you well informed with consistent, meaningful, and concise communications regarding your investments.
We offer a broad range of investment opportunities and financial services that can be tailored to meet your specific life situation.
Financial Planning
Financial planning involves looking at the big picture to understand how the financial decisions you make now will impact your future. Whether your goal is to plan for retirement, help financially with your child’s education, efficiently transfer wealth within family generations, or make a positive impact on a personal organization or charity, Sikich Financial can help you develop a strategy to meet your goals in regard to your current situation and future plans.
Retirement Planning
As the first wave of baby boomers near retirement, more and more people are shifting from investment planning to retirement planning. Rather than thinking about how to build wealth, many are asking about the most efficient ways to take distributions from their IRAs and 401(k)s. We can help you analyze and determine if you are on track to meet your retirement goals. Whether you’re on pace, or slightly off-course, your advisor can recommend strategies to enhance and strengthen your plan.
Risk Analysis
Talking about life insurance is not always easy. For some, discussing their own mortality can be quite uncomfortable, while others may feel like they’re being ‘sold’ on a product they may or may not need. Our focus is on helping you through the delicate task of determining your life insurance coverage needs and then educating you on all of your policy options. Our advisors are well trained and experienced in addressing this emotional, yet important, component of your financial well-being.
Asset Management
You need someone you can trust when planning your investments. At Sikich Financial, we work with you to develop a properly designed investment strategy by identifying your specific needs, objectives, time horizons and risk profile. Your personalized investment strategy will help to diversify your portfolio across multiple asset classes and within multiple investment styles. This approach gives you a plan you can feel comfortable with today and in the future.
College Planning
Funding a child’s college education is a top priority for many parents. Unfortunately, most parents do not have enough time to evaluate all of the funding options available. This lack of knowledge combined with the ever-increasing costs associated with sending a child to college usually means that loans become the primary – rather than secondary – source for funding a child’s education.
An advisor with Sikich Financial will help you evaluate and determine the best options for college planning.
Additionally, you will have direct access to Sikich professional resources including Certified Public Accountants, Certified Financial Planners, CPA/Accreditation in Business Valuation, and Tax specialists, who can assist you with expert, individualized services such as:
• Financial Planning
• Estate Planning
• Trustee Directed Estate Plans