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Our Services

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:

  • IRA
  • Roth IRA
  • Simple IRA
  • 401k
  • 457 Plans
  • Joint
  • Individual