At Siepert West Financial Consulting, we are proud to offer our knowledge in the following areas:
- Wealth Accumulation
- Estate Planning
Assistance in preserving your estate for your intended heirs. Coordinating with your tax and legal advisors.
- Retirement/Distribution Planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
- Long Term Care/Nursing Home Planning
- General Investing--mutual funds, annuities, stocks, bonds, REIT's
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
- Life Insurance (variable, fixed, term)
- College Planning
Recommending investment and accumulation strategies to help you pay for your children's education.
- Business Planning
Furthermore, we offer registration for the following accounts:
- Roth IRA
- SEP IRA
- Simple IRA
- 457 Plans