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 amanagement 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

 

David J Siegel, CFP®, CLU®, ChFC®
Financial Advisor


Siegel Financial Group

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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