Financial Design Services

For years, Sisterson & Co. LLP has had the privilege of helping clients by providing valued, quality advice on tax, business consulting and accounting issues while maintaining our commitment to objectivity and the highest degree of professional service. Now, certain members of our firm are licensed to offer financial services and products. This approach enables them to complement professional accounting expertise with financial services. Sisterson Financial Design Associates will provide the client service that you have grown to expect through a professional you know and trust.

In order to offer our clients the highest quality services and products, we have selected  AXA Advisors, LLC as an appropriate financial services provider.

The breadth of services and products available include:

Individual Fee-Based Financial Planning Services

• Personal Financial Plan (PFP)
• Personal Financial Plan & Estate Plans

Focused Fee-Based Financial Planning Services

• Asset Allocation
• Education Planning
• Financial Independence

Business Services

• Retirement Planning (Qualified/Non-Qualified)
• Succession Planning
• Executive Employee Benefits

Investment Products

• Mutual Funds
• Annuities, Deferred and Immediate
• 403(b) Plans
• Unit Investment Trusts
• Individual Retirement Services

Insurance

• Whole Life Insurance
• Term Life Insurance
• Universal Life Insurance
• Survivorship Life Insurance
• Disability Income Insurance
• Major Medical/Health Insurance
• Long-Term Care Insurance
• Group Health, Life, Disability and Dental Insurance

 Managed Accounts - Wrap Fee Programs