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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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.