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SIERENS FINANCIAL GROUP
Sierens Financial Group provides tax-efficient retirement planning for those over 55. The firm partners with families and stock-compensated individuals who...
Overview
Sierens Financial Group provides tax-efficient retirement planning for those over 55. The firm partners with families and stock-compensated individuals who seek to minimize taxes, maximize retirement income, and optimize stock compensation. Through its MAX RETIREMENT™ Process, it helps clients make great financial decisions to maximize their retirement story.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Scott Sierens
CFP® — Founder, President, Financial Advisor
Christee Sierens — Health Insurance Professional
Karin Sevcik — Client Service and Operations Coordinator
Frequently asked questions
Who runs investment decisions at SIERENS FINANCIAL GROUP?
The firm does not publicly name any investment principals, board members, or key decision-makers. In the absence of a website, LinkedIn presence, or media coverage, the identity of its investment leadership is unknown. It is possible that all investment decisions are made by a single family principal or outsourced to an external CIO or private bank.
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