Financial Planning Services

We view our role as that of a consultant or educator. The financial markets are increasingly complex. It’s our job to take that vast market, sift through all the options, and explain the solutions that work for you. We’ll set the trajectory together.

  • How can I retire with a comfortable standard of living?
  • Retirement planning requires flexibility and the occasional course-correction. After establishing the initial plan, it is vital we monitor progress year-over-year with tools like the Sailer Financial Goal Tracker™.
  • I want the best education for my children or grandchildren. How can I help them without sacrificing my own financial future?
  • How much will it cost? How much do I need to save?
  • How do I navigate all the tax-advantaged savings options available?
  • What will happen to my family's goals and finances if I become disabled or die prematurely?
  • Are there tax-advantaged ways to leave assets to my loved ones?
  • Is my portfolio appropriately structured from a tax perspective?
  • Are there strategies I can employ that will reduce my tax burden today or in the future?
  • What can I do to protect my assets from estate taxes or creditors?
  • What charitable gifting opportunities am I missing?
  • I have minor children to account for in my plans.
  • My children have special needs, and one day I won’t be here for them.
  • What should I do with my stock options?
  • My employer offers several options for health insurance; which is right for me?
  • Am I making the best use of all my available benefits?
  • I need help analyzing a real estate purchase or business opportunity.
  • Your personal situation is unique. Our objectivity can bring clarity to difficult decisions.

*Sailer Financial, Inc. does not prepare tax returns or legal documents

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