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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.

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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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Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

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The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

 

Why Regular Rebalancing Makes Sense

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Ways to Supplement Your Medicare Coverage

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Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

The Average American Budget

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Four Great, Unexpected Places to Raise a Family

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IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Enter various payment options and determine how long it may take to pay off a credit card.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Surprises

Making the most of surprises is a great reason to work with us.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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