Craig Siminski CFP - CMS Retirement Income Planning LLC

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United States
Green Bay, WI
Craig Siminski CFP - CMS Retirement Income Planning LLC

Craig Siminski, CFP®, CLU, CASL, CPFA, AEP® has over 20 years of experience and is committed to ea I am ad advocate for my clients and my profession.

BUSINESS PHILOSOPHY
My goal is to provide families, business owners, and their employees with assistance in building their financial freedom. I am committed to designing and implementing financial strategies that focus on my clients' needs and goals. I strive to attain these goals by providing comprehensive planning for families and business owners by focusing on tax saving strategies, retirement

needs, investments, insurance and legacy planning. My personal goal is to become a lifetime resource for each and every client. I continuously keep my saw sharp by educating myself and earning professional designations so I can provide sound advice for my clients. MY VALUE PROPOSITION AS YOUR FINANCIAL ADVISOR.....
- I am deeply interested in what is most important to you.

- I will invest all the time it takes fully to understand – and to empathize with – your personal financial hopes and fears. I will respect your feelings on these matters, simply because they are your feelings.

- I’m not the universal expert; I’m more of
a wrangler of experts. I will work with the full panoply of the technical resources and personnel at my command to find strategies best suited to your personal situation. But no one will ever understand that personal situation better, nor care about it more, than I do.

- I will always seek the strategy which is simplest, most efficient and most effective for you. I will never ask you to implement that strategy unless and until you fully understand it and believe in it, which are not two ways of saying the same thing. PROFESSIONAL INDUSTRY DESIGNATIONS
CERTIFIED FINANCIAL PLANNER™ professional
CLU - Chartered Life Underwriter Designation
CASL - Chartered Advisor for Senior Living Designation
CPFA - Certified Plan Fiduciary Advisor
AEP® - Accredited Estate Planner

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.