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
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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.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Your credit score may influence how much you pay for auto and home insurance.
How literate are you when it comes to your finances? Brush up with these five basics.
Earnings season can move markets. What is it and why is it important?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Savvy investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know these three personal finance sayings?