Business Owners & Executives

An Independent Firm Focused on You

Sechrist Financial Services is an independent investment advisory firm that believes financial guidance should be delivered with the individualized attention you deserve. We tailor financial plans to each individual as we keep your best interests in mind. We will partner with you to develop a financial plan that reflects your personal and professional goals.

Retirement Planning

We listen closely and believe no detail should be left uncovered as we focus on understanding the fine print of your financial goals. We know your family and career keep you busy, and you need sophisticated advice to formulate a comprehensive strategy best suited to your unique needs that may include recommendations for estate planning, wills and long term health care.

Investment Planning

We take your investment planning seriously and will guide you each step of the way, assisting with asset allocation and investment selections that make the most sense for you. We are committed to regularly monitoring and communicating investment results with you.

Business Planning

You need expert advice and guidance that can help you develop the right plan for your future and the future of your business. We will provide sophisticated planning solutions for your business including qualified retirement plans, succession planning, buy/sell agreements, risk management, and non-qualified executive benefits.

We are here to work with you and help you protect the ones you love. We believe a little forethought now can reap big rewards later and your estate planning should be based on careful consideration and expert guidance.

Is it time for a relationship you can trust to help you integrate your personal and business goals?

Are your valuable retirement dollars working hard for you? Read More