Bill Sipes has 3 objectives for every traditional client:
- Minimize Taxes
- Protect your Assets
- Build Wealth
This comprehensive approach requires a consideration of Insurance, Securities* and Taxes. Each financial client is provided an action plan to assist in reaching their goal.
Our plans* generally consider:
- Liquidity needs
- Investment Time Horizon
- Financial Goals (Your Vision of the Future)
- Tolerance for Risk
- Your Tax Bracket
- Suitability of Investments
Usually the following are considered when formulating a plan*:
- Investment
- Life Insurance
- Long Term Care
- Major Medical
- Mutual Funds
- Private Money Management
- Stocks and Bonds
Bill Sipes is a registered representative with Sunset Financial Services, Inc. and holds a Series 7 Securities License* & TN Personal Insurance License.