We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Establishing a financial plan
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire?
- Will my money last throughout retirement?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
We have helped many people just like you with similar issues and concerns and specialize in creating an approach that is designed to address your individual situation.
Jennifer joined Siepert West in November 2017 as an Administrative Assistant. She uses her problem solving and project management skills to streamline the administrative functions of the business to help Wendy achieve the...
Wendy West grew up in the northern Illinois suburb of Vernon Hills where she attended Libertyville High School. She moved to DeKalb to attend Northern Illinois University and graduated with a bachelor’s degree in 1996. She has...