How We Work
How We Work
Helping Our Clients Make Big Decisions…and Small Ones
Working with a financial advisor means sharing a lot of information.
There's the financial side – how much you owe on your house, what your income is, how much life insurance you might have, what your investments might be.
And then there's the personal side. What dreams do you have for retirement? How do you want your estate distributed to your family? What do you want to do with a recent inheritance?
As financial advisors, our mission is to listen to your priorities; examine your assets and investments, as well as your debts; and then create a financial plan that answers to your goals. We also leverage our knowledge of tax strategies and lending when we see an opportunity to help you avoid unnecessary fees by consolidating debt and streamlining your investments.
We'll meet with you as many times as you need us to, and we'll make the process convenient for you, meeting with you at your house or your office, if you wish.
At SIA Investment Services, we work hard to earn your trust. We do that by taking care of you, whether you have a big decision to make…or a small one.