Financial Education Matters
How We Serve You
Transparency is key at Sikes Financial Services, LLC.
That’s why the educational course and full financial services are offered together. Both parts are equally important to stay on track toward your financial goals.
Financial planning requires excellent one-on-one communication and collaboration between the client and advisor. These conversations are astronomically more effective when you, the client, have a strong understanding of the subject. We don’t want you to be confused along this journey.
Educational Course
These financial courses are designed to be equally effective for total beginners and high-earning professionals alike. You gain access to an online learning system of video lessons, examples from the financial news, exercises, tutorial books, and other resources. We make it simple and more engaging than a textbook.
Financial Services
Our programs include full financial services, including ongoing financial planning and investment management. While you learn, you work one-on-one with a licensed Investment Advisor fiduciary to keep you on the right track and advise you through building your financial agenda.
What Sets Us Apart
Personalized Approach
Tailored financial solutions designed to meet your individual goals and aspirations.
Fiduciary Commitment
Acting in your best interests, ensuring unbiased and objective advice.
Comprehensive Services
Offering a holistic suite of services from personal finance management to strategic investment advisory, catering to all your financial needs under one roof.
Educational
Focus
Beyond managing assets, we are committed to empowering our clients with the knowledge and skills needed to make informed financial decisions.
FinancializeIt! 2X20 Program
A unique offering tailored for young professionals, our 2X20 program is designed to help you build a $2M portfolio in just 20 years.
Fiduciary Certifications
Securities Investment Advisors
Series 65
