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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.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
There are things about Social Security that might surprise you.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Building wealth requires protection from the forces of wealth destruction.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When you’re married and have children, insurance needs will be different.
Military families face unique challenges, making personal finance even more critical.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Do you know how to set up your financial goals for success? This knight does.
What if instead of buying that vacation home, you invested the money?
For women, retirement strategy is a long race. It’s helpful to know the route.