An Introduction to Siegel Financial Group

Siegel Financial Group is a financial planning practice that works specifically with business owners, entrepreneurs, private equity specialists, and physicians. Our practice centers around the implementation of comprehensive, strategic financial plans with a focus on wealth management and tax efficiency.

Guidance for Business Owners

For Your Business & Key Employees
Part of attracting and retaining the best executive talent involves offering a comprehensive benefits package. Executive benefit solutions are designed to recruit, retain, reward, and motivate  key employees using innovative funding solutions. Contact us today to receive world-class, customized solutions for your business.

Business Markets Stratey mapSuccession Planning
We help companies establish business continuation and succession strategies, while addressing the design, financing, and implementation of executive retirement plans and related benefits. We consult with many types of businesses, from publicly traded companies to small, medium, and large privately held firms.

With a focused expertise on business owners, we provide guidance for many issues that your business faces:

Assess and Manage Risk

Review and Select Employee Benefits

Plan Your Legacy

 

What to Know About Buying a Home in Today’s Market

Today’s housing market has been on a bit of a roller coaster. Here are some things to consider if you’re thinking about buying. Read more here.

9 Types of Retirement Accounts You Should Know

Saving for your golden years is a key part of your overall financial strategy. Read more here.

What to Discuss Before You Combine Finances After Marriage

Open communication is key to understanding the best way to combine your finances. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.