Utility Workers

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 financial and retirement goals.

Retirement Planning

Sechrist Financial Services is a member of the Hanson McClain Retirement Network, a nationwide network of independent financial advisors specializing in retirement planning for telecom employees. We provide ongoing educational workshops and an exclusive retirement planning tool called the Independent Personal Retirement Overview (IPRO®).

Income Planning

Today’s economic situation is much more complex with a variety of income sources – investments, Social Security, part-time employment and a changing pension climate. We will help analyze your income needs and provide comprehensive solutions that can benefit your financial future.

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.

Financial Planning

We will help create a financial and investment plan specifically for you that is realistic and easy to understand. Our financial advice will always be what we believe you need to hear, rather than what you want to hear.

Is it time for a relationship you can trust to help you meet your financial and retirement goals?

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Bob Sechrist is a proud union member of CWA Local 6171.