Professionals:
As a successful professional, your career demands your time and effort. You may consistently juggle between career advancement and spending quality time with your family, and have little free time for managing your finances. You may struggle to balance your financial resources for retirement savings and your children’s education costs. Or you may have too much of your wealth concentrated in one single company stock.
To address these concerns, SPFA advisors can partner with you to coordinate and manage your financial affairs so you can have more time for other endeavors.
Access SPFA’s expertise of integrated planning:
- Comprehensive financial planning
- Real estate investment analysis
- Stock options/RSUs/ESPP analysis and planning
- Strategies for concentrated stock positions
- Risk management/insurance analysis
- Tax planning & minimization
- Ongoing asset management services
- Innovative platforms to track and monitor progress toward your goals
Complimentary Financial Planning Services
You risk your life to fight COVID-19 pandemic. We want to help you as much as we can. Sierra Pacific Financial Advisors, LLC (SPFA) will provide complimentary financial planning services to those frontline health care professionals to manage their financial lives easily. This offer (valued over $4,000 per plan) will start now to end of December 31, 2020. Feel free to book an initial appointment thru. our personal scheduling system. We look forward to assisting you!
Click Here to Schedule an Appointment