Q: What can I expect as a client of Sweet Financial Services?

Sweet Financial Services provides you with advice and expertise in virtually all aspects of your financial life. Each client has a team of professionals who work for you in developing and implementing strategies that give you the opportunity to live your retirement dreams. You will experience a proactive process and frequent communication, customized to meet your retirement needs.

Q: With whom does Sweet Financial Services work best?

We serve individuals and business owners, specializing in pre-retirees and retirees, with a desire to delegate their financial needs so they can focus on what is most important to them. Our clients are looking for an objective, comprehensive investment and wealth management process. Our Advance and Preserve approach and Wealth Management System are best suited to serve those with investment portfolios that are over $250,000.

Q: How do I get started?

Email our office at Ty@sweetfinancial.com to set up an initial, complimentary phone interview. During this conversation you will learn more about us and determine which of our services is most appropriate for your needs.

Q: What are some of the greatest concerns retirees are facing that Sweet Financial Services help their clients overcome?