Because your future deserves a second opinion

about us

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about sis financial group

We provide you with only the highest quality information, services, and products to help you reach your goals.

At SIS Financial Group, we uphold the Fiduciary Standard by always working in the best interest to our clients. It’s important you feel you can trust a financial advising team to consider a wide variety of possible solutions, including both investment and insurance products, before considering any recommendations. You also want to have confidence the advice provided is in your best interests — not theirs.

SIS Financial Group is proud to serve clients and their families in an independent capacity.

We are not forced to sell only the proprietary products of a single financial institution. Rather, the team has access to a larger selection of possible solutions from a wide range of financial institutions to help clients work toward their financial goals.

our mission statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

The Founders
We endeavor to know and understand your financial situation

Get started in three easy steps with our process.

Vision

Confidential Needs Analysis; Getting to know you

  • Establish objectives

  • Calculate income from all sources

  • What is your vision of retirement?

  • What are your legacy objectives?

  • Calculate current & projected expenses

  • Inventory assets, savings & investments

build

Retirement Blueprint; Designing your plan

  • Develop income plan

  • Develop legacy plan

  • Improve investment vehicles

  • Optimize social security

thrive

Implementation; Putting your plan in place

  • Review retirement plan

  • Select investments

  • Execute legal documents

  • Implement financial strategies

  • Annual Review

    Review portfolio performance
    Coordinate cash flow
    Update strategies

proud members of the independent Excellence Group
The Independent Excellence Group is a very distinguished think-tank of financial professionals that has had the privilege of working extensively in the areas of wealth management and retirement planning with those at the highest levels of business, medicine, law, academia, and professional athletics.
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