Because your future deserves a second opinion

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We believe that as our client you deserve a second opinion from our group of professionals.

At SIS Financial Group, we believe that every hard working American deserves a dignified retirement. In order for us to develop a strategy that meets your retirement goals, it is important for us to see your complete financial picture. At SIS Financial Group, we can help you with or refer you to professionals that can offer the following services:

offering solutions in the following areas:

(Click the below categories to get a more comprehensive overview of each)
Black executive explain business plan
financial & wealth planning
firecrackers
retirement planning
Income Tax Return Deduction Refund Concept
tax & estate planning
Close-up of sthethoscope
healthcare planning
AdobeStock_212815901-min
legacy planning
close up of married senior couple hugging
long-term care planning

Does your financial strategy need a second opinion?

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questions we answer

Americans are likely to enjoy a long retirement, and planning for that period is more complicated than ever before. Many don't have pensions to rely on the way their parents did and the strategy of living on fixed income investment earnings just doesn't work today. Complex and irrevocable decisions about when to retire, how to claim Social Security, and how to plan for the later years of retirement are required and interrelated.

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