Today's investment climate offers unprecedented opportunities. At Siebler & Schmeichel, our mission is to help clients take advantage of those opportunities by providing you with three key tools: 1. A clear understanding of your financial goals 2. A well-defined roadmap for achieving those goals 3. Ongoing advice to help adjust your roadmap when your needs change Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We are experienced in helping clients develop a comprehensive, cohesive financial plan that fits your unique needs and enables you to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward your financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information about Siebler & Schmeichel, please contact us today.
LTCI Cost of Waiting Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Home Affordability Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Mortgage Refinancing Determine whether you should consider refinancing your mortgage.
Disability Income Insurance How much Disability Income Insurance do you need?
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HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind? Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.
Interest Rates: Be Ready for Anything There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.
Estate Conservation You Can Trust Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.
Hot Topic: 2010: The Year of the Roth Conversion? Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.
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