Sierens Financial Group, Inc. is an investment advisory practice focused on tax-efficient retirement planning for people over 55, families, and individuals with stock compensation. Based in Elgin, Illinois, the firm serves communities in the west and northwest Chicago suburbs and surrounding areas. Its work centers on helping clients consider ways to manage taxes, plan retirement income, make informed decisions about stock compensation, and invest with confidence.

The firm guides clients through its four-step MAX RETIREMENT™ Process: Retirement Design, MAX RETIREMENT™ Analysis, Implementation, and ongoing client service. It also offers financial workshops, educational resources, and a podcast hosted by Scott Sierens, a CERTIFIED FINANCIAL PLANNER® professional. Prospective clients can schedule a phone appointment to discuss their situation and learn about the firm’s services.

Investment advisory services are made available through AE Wealth Management, LLC, a registered investment adviser. Insurance products are offered through the separate insurance business Sierens Financial Management, Inc. The firm notes that its process does not guarantee investment results or preservation of principal.