Mission Statement

...to help produce a superior, real life financial outcome over the lifetime of family,
regardless of  length of life or quality of life through our highly specialized, best of breed, financial solutions and quality products;  in a responsible, ethical and timely manner.

Value Statement

Optimism is the only long term realism.

At Sindrich & Associates , we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets.

As an affiliate of National Financial Partners Corp., an independent national financial services company, our responsibility is to provide access to those sophisticated resources. Some of the professionals with our firm are currently registered to conduct securities business through NFP Securities, Inc. With those resources in place we facilitate the complex corporate and personal financial decisions our clients must make. For example,

• Prepare for leadership and financial contingencies?
• Balance cost and appreciation of fringe benefits?
• Maximize the value of retirement plan benefits?
• Combat erosion of executive benefits?
• Liquidate corporate owned life insurance policies for
  more than their cash surrender values?

• Secure the best future for the companies they have built?

What are strategies for affluent individuals to:

• Protect financial achievement and assure long term goals?
• Sell their old life insurance policies instead of surrendering them?

What are strategies for affluent families to:

• Control the value of their legacy over generations?