We work with our clients to not only preserve their wealth, but simultaneously grow it, while saving them taxes and ensuring retirement success.
As an independent advisory firm working for you, we are not obligated to recommend proprietary products or specific investments. As Investment Advisor Representatives at SIS Financial Group, we are held to the fiduciary standard. We recommend financial products, investments and management solutions that are in your best interest. We work with you to develop and maintain a comprehensive retirement plan designed to meet your retirement and legacy goals. We believe that everyone's future deserves a second opinion.
Hagen Pruemm, Author and President of SIS Financial Group, specializes in financial planning, asset protection, and transitional planning. Before starting SIS Financial Group with his wife Cynthia, he was a Vice-President for two of the largest senior market agencies in the country where he also served as a chairmen’s council member and met his wife, Cynthia. Because of their shared desire to help people during the next chapter in their lives, they founded SIS Financial Group.
Hagen published his first book, Retiring Can Be Easy, Staying Retired Is Not, in 2017 and has earned the Retirement Income Certified Professional (RICP®) designation. In addition, he is a licensed investment advisor representative, which upholds him to a fiduciary capacity with his clients.
Hagen’s objective is simple and easy to understand: He wants his clients to use and benefit from proven financial strategies that are easy to comprehend, do not require expensive or unusual tax filings, and that can be implemented in one or two meetings. Hagen provides a level of financial services related knowledge and personal attention that is difficult to exceed.
Cynthia Pruemm, Founder and CEO of SIS Financial Group, specializes in financial planning, asset protection, and transitional planning. Before starting SIS Financial Group, Cynthia served as a Regional Director for two of the largest nationwide senior market agencies. There she served as a Chairmen’s Council member and met her husband, Hagen. Because of their shared desire to help people during the next chapter in their lives, they founded SIS Financial Group.
Cynthia understands that proper financial planning is necessary for anyone to enjoy retirement; therefore, she believes in transparency, honesty, fair treatment and that putting the best interests of her clients first is synonymous with a successful retirement.
Cynthia places a strong value on empowering women with the financial education needed to make sound decisions for their future. Her expertise is in listening to the wants, needs and values of her clients, and translating that into a plan that will protect and build their wealth over their lifetime. Cynthia has been in the financial services industry for over 24 years and is proud to serve as a fiduciary, always putting the needs of her clients first
director of first impressions
your future deserves a second opinion
SIS Financial Group was founded in 2006 to provide stability during one of life's most stressful transitions. Our team focuses on addressing the distinctive financial needs for those nearing retirement or are already in retirement.
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