From mapping our realistic financial plans and projecting your retirement journey to crafting effective estate strategies and smart tax planning, we’re here to be your trusted partners on the road to financial success.
Charitable Giving
As trusted advisors, we offer investment solutions rather than investment products throughout your wealth management life cycle. Our expertise in handling complex financials and tax matters – cash flow planning and projections, college planning, financial planning, estate planning, business succession, asset transfers and protection, tax efficiency, charitable giving, etc. – can be invaluable to enhancing and protecting your wealth accrual.
Begin your wealth management journey by meeting with Sikich advisors to determine how much money you will need and what kind of lifestyle you hope to maintain. We’ll also set goals for any philanthropic or charitable efforts you hope to pursue.
Our advisors will take what we learn about your personal goals during the discovery phase and develop a customized wealth investment strategy centered around financial planning and asset management. Whether your aspirations are lifestyle-centered, family-guided, business-centric, retirement-focused or legacy-inspired, Sikich advisors bring the expertise and guidance needed to help you realize your wealth goals.