We provide a wide variety of services but we tailor them to fit each individual client. Whether you have an idea of what aspect of your wealth you want to work on, you’re just taking the first step, or somewhere in between we are here to help! With many different options to choose from, you may wish to focus on one or more of these areas.
During our initial meeting, our Big Sioux Wealth team will conduct a needs assessment and help design a set of services that are tailored to meet your needs.
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Growing Your Wealth
We offer experienced guidance for selecting traditional investments such as equities, fixed income, annuities , mutual funds and exchange-traded funds, along with more intricate offerings like managed discretionary accounts, separately managed and unified managed accounts.
Small Business Retirement Planning
You’ve worked hard to get where you are and deserve to enjoy the fruits of your success without worry. We will custom design a small business retirement plan that takes into account the needs of you and your team. With our guidance you may potentially save more and reduce tax burden for all stakeholders involved. We may also assist you with your plans to ensure continuity of your business to a successor, whether a family member or business associate you’ve chosen “carry the torch”.
Creating Financial Plans
Whether planning to build a home by the lake or help your daughter launch a business, a well-conceived plan will help you to succeed. Pursuing financial independence is no different.
As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and secure future.
Long Term Planning
Many of today's retirees can expect to spend up to 30 years or more enjoying the “golden years”. That's why retirement and longevity planning are so important, and a proper plan must take into account all of the years your wealth might last, all of the ways your life will change and all of the events you can't foresee.
Protecting What You Have Built
One of the most important functions we serve is helping to protect all you have worked to build. Proper risk management takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.
Continuing Your Legacy
One of life’s greatest rewards is sharing your wealth with others. Managing your estate, charitable giving, or charitable trust to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.