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
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect...
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...