Services
Sierra Wealth Strategies is a Full-Service Wealth Management Firm. Please click the tab next to each title for more details.
- Holistic Integration with Life and Financial Goals
- Net Worth Statement
- Expense Analysis
- Income Source Analysis
- Budgeting
- Debt Management
- Planned Lump Sum Expenses
- One-Time Expenses
- Emergency Fund Analysis
- Mortgage Review
- Credit Score Review
- Child Education Planning 529 plans
- Customized Portfolio Creation
- Asset Allocation
- Second Opinion Portfolio Review
- 401(k) Investment Review
- Investment Research
- Glide-path Investment Strategy
- Risk Tolerance Review
- Portfolio Rebalancing
- 529 College savings Account
- Child Traditional & ROTH IRA Accounts
- Child UGMA / UTMA Accounts
- Tax Return Review
- Tax Loss / Gain Harvesting
- Asset Location Strategies
- Roth Conversion Strategies
- Tax Deduction & Credit Strategies
- Cost Basis Analysis
- Cost Basis Step-up
- Capital Gain Mitigation
- Health Savings Account Strategies
- Net Unrealized Appreciation Strategies
- Qualified Charitable Distribution Strategies
- Tax Preparation
- Retirement Goal Setting
- Social Security
- Medicare
- Retirement Plan Contributions
- Retirement Plan Adoption
- Stock Option Strategies
- Required Minimum Distribution
- Distribution Strategies
- Estate Plan Review
- Trust Review
- Estate Plan Roadmap
- Estate Plan Creation Assistance
- Legacy Planning
- Multigenerational Planning
- Gifting
- Review of Existing Insurance Policies
- Life Insurance Needs Analysis
- Long Term Care Analysis
- Disability Insurance Analysis
- Health Insurance Analysis
- Personal Liability Insurance Analysis
- Homeowner’s or Renters Insurance Analysis
- Specialty Risk Assessment
- Education
- Accountability to Goals
- Objective Feedback
- Trusted Second Opinion
- Life Transition
- Business Transition
- Spouse Involvement
- Children Engagement
- Market Volatility
- Collaboration with Trusted Professionals such as Attorneys, Accountants, Mortgage Brokers, Insurance Brokers, etc.
- Financial Integration Tools
- Online Document Vault
- Vetted list of Trusted Financial Professionals
- Charitable Giving Strategies
- Philanthropy
- End of Life Planning
- Financial Recourse Recommendations
Sample Financial Plans
Accumulation: 20's - 50's
Pre-Retiree: 40's - 70's
Retiree: 60's - 90's
