We wish to find firms that are a good culture fit and are candidates to be acquired.
Founded in 1997, Syverson Strege and Company is comprised of a team of credentialed professionals that have broad experience addressing a wide array of client situations.
We are fee-only and an independent firm working with about 300 clients.
WE CAN BEST HELP INDIVIDUALS OR FAMILIES WHO:
Are transitioning from one phase of life to another
Have complex financial situations
Own a business
Are employed as executives in a private or public corporation
Have strong ties to family and community
Have a keen interest in philanthropy
WE CAN PROVIDE THE FOLLOWING SERVICES:
Cash Flow Management
Income Tax Planning
Pre & Post Retirement Planning