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Who is a Typical Client of
Syverson & Company, LLC?
We enter into client relationships with the intent of being together for many years and look forward to helping you define and achieve your highest financial and life goals. Financial matters have become more complex over time and include many moving parts that sometimes may be hard to grasp. We help simplify and organize your financial affairs, consolidating where necessary and providing you with a crystal clear roadmap.
Our clients are open to thinking, serving and giving beyond themselves, and want to make an impact on their family and community. Once we have addressed their plans for financial freedom, we help them define or clarify their charitable intent, integrating these wishes into their overall financial plan.
Syverson & Company, LLC stands ready to serve clients in the midst of life changing events, such as marriage, dealing with inheritances or unexpected windfalls, and even the positive yet often frightening prospect of a new career or starting a small business.
We also serve clients facing more difficult transitions such as death, divorce, disability or downsizing. Current and former clients have included newly widowed persons, families with special needs children and those facing catastrophic medical issues.
In all cases, our clients embrace and value the 5 Sound Stewardship Principles as a fundamental means to achieving financial freedom. (Living below your means, Avoiding the use of debt, Building an emergency reserve, Having a long-term plan, Giving generously)
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