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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

When the Headlines Keep Changing, Your Strategy Shouldn’t

Lanny Rosenbaum |
Categories
Investments
Finance
Risk Management
It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour. And with every new development, there’s that quiet pressure in the background: Should I be doing something right now? That feeling is common. It’s also where many investment decisions start to drift off course. The Problem Isn’t the Headlines—It’s the Speed Market-moving news has always been part of investing. What’s changed...

A More Flexible Way to Think About Retirement

Lanny Rosenbaum |
Categories
Retirement
Finance
Lifestyle
Risk Management
Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty. It sounds reasonable. But research suggests it's not how retirement actually works — and planning around that assumption might create more anxiety than it prevents. The Retirement Fear That Can Hold People Back Running out of money consistently ranks as one of the top retirement fears in national surveys.¹ That fear is understandable. But...