Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Comprehensive Financial Planning

    ✓ Understanding your personal circumstances and financial resources
    ✓ Defining your life goals and aspirations
    ✓ Mapping your path to achieve financial success
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  • Personalized Investment Management

    ✓ Strategies customized to align with your financial goals
    ✓ Cost-effective & tax-efficient investment solutions  
    ✓ Leverage of prestigious institutional investment models 
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  • Corporate Retirement Planning

    ✓ Fiduciary services to assist with plan design, service-provider and investment-option selection  
    ✓ Employee education workshops to help participants prepare for retirement 
    ✓ Benchmark reports to evaluate plan effectiveness and efficiency 
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Meet Our Team

Put century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Discover Intelligent Investing For A Smarter Tomorrow

Shrewd financial advice and savvy wealth strategies are just the beginning.

Upcoming Webinars!

Upcoming Webinars!

April 25th, 2024: Direct Indexing: Tax Solution

May 30th, 2024: 10(b)(5)-(1) & Mega Backdoor Roth

June 27th, 2024: Qualified Opportunity Zones

August 22nd, 2024: Fixed Income and Private Dept in a Portfolio

September 26th, 2024: Business Advanced Retirement Planning

**Due to policy,  live webinars may not be recorded. Live attendance is encouraged. Feel free to share the invite.

About Us

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only, SEC Registered Investment Advisory (RIA) firm. Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

Serving as fiduciaries, we provide unbiased financial solutions with a singular focus on clients’ best interests.  This entails going beyond our money-management mandate, as we also work closely with clients to design comprehensive, customized plans connecting every aspect of their financial lives to pursue optimum results.  Our ultimate goal is to help clients make well-informed, prudent decisions throughout their financial management journey—from wealth accumulation, preservation to distribution.


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Make An Impact

                              

Sierra Pacific Financial Advisors, LLC (SPFA) is proud of to be a member of those elite professional organizations who advocate fiduciary standard to make a positive impact in financial industry.  Our advisors have been featured in many publications.

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Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
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Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
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