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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Is your estate in order? This short quiz may help you assess your overall strategy.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It's easy to let investments accumulate like old receipts in a junk drawer.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How do the markets usually react to elections? Was the 2016 election any different?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are hundreds of ETFs available. Should you invest in them?
Would you guess that Millennials are effectively saving for retirement? Well, they are.