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.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
For some, the social impact of investing is just as important as the return, perhaps more important.
A four-step framework for building a personal legacy.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
What does your home really cost?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know these three personal finance sayings?
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, cracking the code on bonds.