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

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Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

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Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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