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.
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The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
A letter of instruction provides additional and more personal information regarding your estate.
Couples may be able to head off many of the problems in a marriage that money can cause.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Check out this video to begin separating fact from fiction.
Agent Jane Bond is on the case, cracking the code on bonds.
What does your home really cost?