Plan for the Future, Preserve Your Assets
SIA Investment Services offers services to help prepare you for retirement, manage your wealth, and take care of you and your family.
Depending on your situation or needs, we may wish to work in tandem with your CPA, your attorney, or other advisors to make sure we're all prioritizing the same way – crafting strategies based on your individual goals.
If one of those solutions includes refinancing your home, for example, or consolidating debt, our background in banking can help connect you with lending professionals who offer competitive rates.
- Retirement accumulation/income planning
- Tax strategies
- Fee-based/commission-based asset management/investment planning
- Estate planning/legacy planning
- Wealth management
- Long-term care insurance
- Disability insurance