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About SIP

Are you nearing retirement or currently retired?

Our Services

Thank you for your interest in SIP Financial Services.

Who We Are

Lanny provides financial planning and investment management services...

An Investment Plan That Evolves With You

Strategies To Meet All Of Your Financial Needs

Life isn’t static, and your financial plan shouldn’t be either. It needs to be flexible enough to meet unexpected challenges, but disciplined enough to maintain a long-term vision that encompasses all of your financial goals. It should include strategies for funding your children’s education, investing for the retirement of your dreams, and the ability to take advantage of opportunities when they arise.

Through regular, in-depth meetings, we apply our planning and investment management expertise to your vision of the future, ensuring your peace of mind. Together, we will:

  • Explore and articulate your financial and life goals
  • Design a financial plan tailored to achieving your priorities
  • Create an investment plan that balances appropriate investment risks and returns
  • Constantly monitor your financial and investment plans, keeping you on track

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Lanny Rosenbaum |
Categories
Tax Planning
Retirement
Finance
Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That's the gap between tax preparation and tax planning. And understanding the difference could change how you think about your money — not just in the spring, but all year long...

5 Financial Crossroads That Could Reshape Your Future

Lanny Rosenbaum |
Categories
Finance
Retirement
Family
Tax Planning
Risk Management
You know how life tends to throw in a few plot twists? They don't ask if you're ready. They just show up—with potential financial consequences tagging along. A layoff. A diagnosis. A parent who needs help. These moments don't come with instruction manuals. But they do come with price tags, deadlines, and decisions that can echo for years. The good news? You don't have to wait until you're standing in the middle of a crossroad...