What We Do

Sindrich and Associates is a financial services firm that was founded as a reaction to the traditional and impersonal insurance and investment planning practices which tend to focus on product. We look at your whole financial picture because we are relationship, not product oriented.

In our experience, clients come to us frustrated with an industry that is characterized by:

  • Advisors that don't listen
  • Overwhelming amounts of conflicting information and generic advice
  • Lack of transparency and corporate greed

We work with busy professionals, small business owners, and families who want their advisors to listen to them. Before we develop a plan we first seek to gain an understanding of what is important to you and what you are trying to accomplish. At Sindrich and Associates we believe that:

  • Financial planning is a journey, not a sprint
  • Planning begins with educating
  • You are a human being, not a number
  • Trust is crucial to the client/advisor relationship

Our goal is to help you solve financial problems. However, we never recommend a product or strategy simply for the sake of recommendation. Many clients struggle to make informed decisions with the staggering amount of information that exists on the internet. We help you organize your financial information and simplify the decision making process so you can make sound, educated decisions and move forward.

When it comes to financial planning, we want to help you address the things that keep you up at night. Have you ever asked yourself any of the following questions?

  • Are we saving enough for college for our children? Is there a better way to do it?
  • Do I have enough, or will I have enough money to retire comfortably?
  • I just retired and I'm afraid of the market. How can I protect what I have?
  • What would happen to my family if I became disabled or worse, died?
  • I believe my business is worth something but how do I sell it? And to whom? What if I can't?
  • Half of my paycheck went to the IRS this year, can I do anything about this?
  • I don't want my family to fight over my estate when I'm gone, what steps can I take to prevent this from happening?

By engaging in our planning process you will gain clarity, confidence, and consensus. Clarity in understanding where you're at, confidence in what you need to do, and consensus with your advisor, family, and loved ones.

Helping clients achieve their goals is our priority and we welcome the opportunity to work with you.

*Kestra Investment Services, LLC and Kestra Advisory Services, LLC does not provide legal, tax or accounting advice. You should contact your professional advisors for assistance regarding your personal situation.