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Sierens Financial Group, Inc. is a wealth management firm focused on helping people over the age of 50:

  • Keep more of their hard-earned money and retirement savings with them vs. giving it to the IRS in taxes.
  • Invest smarter, build wealth, and improve their overall financial picture.
  • Create a retirement income stream they can count on.

Click the button below to learn more specifics about our Retirement 360 Blueprint Process and how to schedule a 15-minute phone consultation.

START HERE

We meet with clients across the country. Our discussions can take place remotely where you can discuss your finances from the comfort of your home or office. Or, if you are local to our Elgin, IL office we would be happy to sit down and visit in person.

We have a dynamic planning process to help answer all your questions.

  • How much can I withdrawal from my accounts and make my money last?
  • When should I claim social security?
  • How should I be invested to make my money last, withstand any market corrections and build wealth?
  • How can I create a reliable income in retirement?
  • How can I lower my tax bill?
  • Should I save money into my 401(k), Roth 401(k), IRA, Roth IRA or Brokerage Account?
  • What should I do with my 401(k), 403(b), 457 or IRAs?
  • How do I make my lifestyle goals happen? (2nd home, travel & family vacations, grandkids college education, charities, etc.)
  • How do I prevent a health event from wiping me out?
  • What do I need to do so I am not a burden on my children?
  • How do I make sure my family / beneficiaries will be okay?

Click the button below to learn more specifics about our Retirement 360 Blueprint Process and how to schedule a 15-minute phone consultation.

START HERE

We bring solutions to the questions you ask, and the questions you may not have known to ask. We handle your important questions of today and those that could arise in the future. Retirement and financial security are not an age or number, it is finding the balance between living life today and feeling financially confident about YOUR tomorrow.