Syverson Strege

Our firm specializes in assisting individuals and families to successfully connect their wealth with their life. Our values-based planning process helps you identify what is important to you and your family. We then integrate those values and goals into your financial planning and asset management decisions to help you achieve your vision for financial independence, coupled with leaving a legacy for your family and/or your community. Our professional staff has strong expertise and credentials, including:

CFP® - Certified Financial Planning practitioners

CFA - Chartered Financial Analysts

CKA® - Certified Kingdom Advisors

MBA - Master of Business Administration

AEP® - Accredited Estate Planners

CAP® - Chartered Advisors in Philanthropy

CEPA® - Certified Exit Planning Advisor

CASL® - Chartered Advisor for Senior Living

CDFA® - Certified Divorce Financial Analyst

CIMA® - Certified Investment Management Analyst

MFM - Master Financial Manager

We work on an annual retainer fee basis and those fees are based on a sliding scale according to a client’s net worth. You may contact us to set up an initial Opportunity Meeting at which you will not be asked to buy anything. The purpose of that meeting is to determine whether we should meet again for additional discussions.