Write The Right Wealth Story

With Sikes Financial Services!

Financial education + full financial services for teenagers & parents, young professionals, & small business owners for a reasonable monthly fee.

Our Programs

Financial Independence Programs

Our programs are designed to expand your knowledge and make the process of building a financial future more transparent. We combine education with our services, so you’ll learn in-depth about the same financial principles experts use to make decisions, and at the same time work with your own advisor to build your financial agenda.

Programs include

  • A full educational course to understand finances & make smart decisions
  • Ongoing personalized financial planning with your financial advisor
  • Investment portfolio setup, management, & monitoring
  • A financial plan with a clear Net Worth goal in mind

2 x 20 Financial Program

It’s a long journey, but I’m ready to walk you through it every step of the way. Part of the program is making smart financial decisions. It might be really difficult sometimes, especially at first.

2 x 20 Financial Program

The first twelve months getting your finances straight could be the hardest twelve months of your life, but folks, you’ll be happy you did it. Once you keep going, you won’t even remember how hard it was, because you have developed proper financial skills and habits. A lot of these lessons will be videos like this. Sometimes you’ll have accompanying handouts with supplementary information. You’ll be applying these lessons to your own financial plan too, so make sure you pay attention. I’m not just yapping at you.

Generate A Free Financial
Plan Here

Before you can start, you need to understand your current situation. Take the first step and generate a personalized $2,000,000 financial plan. It’s free and only takes a few minutes.

Free Financial Plan

All Services Included

Expert Financial Advisement

You work one-on-one with a licensed financial advisor to develop your ongoing financial plan. You will discuss your current situation, upcoming financial goals and challenges, and the necessary steps to achieving them.

Investment Management and Monitoring

You will expand your investment portfolio, but you won’t deal with the day-to-day stress of investing. Once you and your advisor develop an investment strategy, Sikes Financial Services does the heavy lifting by managing and monitoring your invested assets.

Key Financial Education

The programs teach financial decision-making and principles as they apply to four areas: asset maximization, income optimization, percentage budgeting, and eliminating unsecured debt. You gain access to an online database of in-depth yet easy-to-understand resources explaining principles within these areas, plus insider tips (for example: a formula for shrinking unsecured debt to a manageable amount in under 2 years).

About
Eric Sikes

Meet Eric Sikes, CEO of Sikes Financial Services, LLC, a Registered Investment Advisory firm. He’s committed to working with beginners and young professionals to equip them with necessary financial principles, hold them accountable, and inspire them to set higher goals. As a parent of teenagers, he developed the Financial Survival Kits for Teenagers and Parents program to complement the core curriculum and lead parents to apply these skills with their teenagers and have meaningful financial conversations with them.

Know More

New News,
New Financial
News That You
Can Use!

Another benefit that sets us apart is access to key financial principles as they relate to real-world news stories.

You’re not learning finance out of textbook-you’re living it. We call these videos NEW NEWS, NEW FINANCIAL NEWS THAT YOU CAN USE! Watch the latest ones here, or view the whole collection here!

Watch the News!