Services we provide

Sycamore Financial takes a comprehensive approach to financial planning and wealth management.  That means we walk alongside you from your first job until retirement and everything in between.  Our step-by-step planning is designed for growing families and businesses with ever changing needs.

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We are committed to goal-based planning.  So when you think about sending your kids to college, buying a new home, or retiring, we can create the personalized plan for all of life’s stages to make your goals a reality.

We are Fiduciaries. 

As business writer Scott Simon wrote in The Critical Difference between a Stockbroker and a Registered Investment Advisor,
“A Registered Investment Advisor must follow the ‘trust’ standard-the highest known in law-which requires it to place the interests of its clients ahead of its own and fulfill critical fiduciary duties of trust and confidence.  Under the fiduciary trust standard, a Registered Investment Advisor must provide its ‘best advice’ to a client. “(Click here for a link to the full article about Registered Investment Advisors.)

 

Our legal responsibility is to always give recommendations that are in your best interest.  This means our advice is based on what’s best for you and not for our bottom line. One way we do that is transparency in our fees.  Being fee-based, rather than commission based, we do better when you do better.

Our purpose is to help you remain financially independent throughout your life.  We want you to have the ability to save and accumulate wealth so that you can have the freedom to spend your money how you want.   

 

How We Can Help: 

Our team at Sycamore Financial combines the personalization of a human perspective with the efficiency of technology to help you with a wide variety of services including:

  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Retirement Income
  • Social Security Planning and Claiming Strategies