Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.Learn More
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.Learn More
Understanding Today’s Financial Environment
At Sleeping Giant Financial Services, LLC, we believe in helping people understand both the pitfalls and potentials of their financial situation as it changes throughout their lives. Working with our clients, we use sophisticated investment planning techniques to develop individualized game plans that guide our clients toward their long-term goals. We at Sleeping Giant Financial understand that life happens and that financial plans must sometimes adapt.
By working together and seeking out the most efficient course through the shoals of your financial challenges, we help preserve your long-term financial future. Whether you are thinking of retirement, managing an inheritance, leaving your legacy, or saving efficiently we can use our expertise and experience to help you pursue your financial destination. Sleeping Giant Financial would like to be with you and help pilot your entire financial journey.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Understanding how a stock works is key to understanding your investments.
Ascertaining the value of your business is important for a variety of reasons.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, cracking the code on bonds.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
All about how missing the best market days (or the worst!) might affect your portfolio.
Why are 401(k) plans, annuities, and IRAs so popular?