Syverson Strege
Our firm specializes in assisting individuals and families to successfully connect their wealth with their life. Our values-based planning process helps you identify what is important to you and your family. We then integrate those values and goals into your financial planning and asset management decisions to help you achieve your vision for financial independence, coupled with leaving a legacy for your family and/or your community. Our professional staff has strong expertise and credentials, including:
CFP® - Certified Financial Planning practitioners
CFA - Chartered Financial Analysts
CKA® - Certified Kingdom Advisors
MBA - Master of Business Administration
AEP® - Accredited Estate Planners
CAP® - Chartered Advisors in Philanthropy
CEPA® - Certified Exit Planning Advisor
CASL® - Chartered Advisor for Senior Living
CDFA® - Certified Divorce Financial Analyst
CIMA® - Certified Investment Management Analyst
MFM - Master Financial Manager
We work on an annual retainer fee basis and those fees are based on a sliding scale according to a client’s net worth. You may contact us to set up an initial Opportunity Meeting at which you will not be asked to buy anything. The purpose of that meeting is to determine whether we should meet again for additional discussions.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.