Sierra Financial Services
(left to right) Gene Ingersoll, Christian O'Connor, Donna Egly, Jim Pfeil
As an independent financial advisory office with a diverse skill set, we provide comprehensive investment, insurance, and tax expertise to our clients. Our advisors create value by understanding each client's unique goals and providing transparent, unbiased solutions that build the framework to achieve their short and long-term goals.
Sierra Financial Services is built on a proven history of trust, integrity, and respect. With your goals in mind, we collaborate as a team to leave no stone unturned when solving your complete “financial puzzle” taking into consideration important milestones and life events. This goal-based approach is designed to help you:
- Define customized short and long-term goals that ensure you choose only the right financial products and services
- Identify roadblocks or gaps that might impact your financial picture
- Monitor your plan to ensure it meets your changing needs
We offer world-class client service and commit to keeping our clients informed and educated with frequent opportunities for touchpoints throughout the year.
Contact us today to set up a no-obligation initial review and see if we are a fit to build a lasting relationship and work together on achieving your goals.
Newsletters
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Should You Pay Off Student Loans Early or Save More for Retirement?
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
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Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.