SIPCO was established on the principle of providing value and achieving success for our clients. Whether it is selecting an age to retire, establishing a lump sum to give away, exploring how much portfolio risk you need, or selecting a lifestyle for the future, we provide a highly integrated approach to defining your journey to and through retirement.  Our clients typically have a net worth of $500,000 or more and are looking for a comprehensive financial planning firm who can objectively analyze all of their financial  issues. Our process is designed to help you identify and clarify your financial goals and achieve your individual life objectives.  

Specifically, we can help in the following financial planning areas:

• We help you understand how long your assets can provide for your current and future needs.
• We can customize a portfolio based on your individual objectives and risk tolerances.
• We help you identify how much money needs to be set aside for your financial goals (such as retirement or educating your children or grandchildren).
• We will analyze how much insurance you need, if any.
• We develop, with your estate attorney and CPA, a plan that minimizes your tax situation, ensures estate liquidity, and addresses the "softer" estate planning issues.