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®, RICP®
Wealth Management Advisor


Siegel Financial Group

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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