Alan Siegel Financial Services

Alan Siegel, MBA, CFS, CLTC, CFP®, CFCA®, Qualified Kingdom Advisor


Welcome to our website.  We are glad to have you visit.  There is a wealth of information available that can help you in many ways.

There are several links under ABOUT US that will help you to get to know us, what we do, and what makes us different.

There are several other links that will allow you to contact us, request information, access your personal investment account information and more.  This includes information about Biblically Responsible Investing and many useful links regarding research, products and services.

If you access MARKET WATCH, you can review today’s market activity or get quotes on stocks that may be of interest to you.

The LEARNING CENTER is filled with articles, newsletters, financial calculators,
e-seminars and other tools that will provide tremendous information and answers to many questions that you may have.

Thank you for taking the time to get to know us a little better. We hope to have an opportunity to get to know you, too.  Call our office or click here to send us an email.

Blessings………..   Alan Siegel
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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

The Savings Scare That Wasn’t

Although some economists and media outlets paint a picture of a looming savings crisis, with close to 80 million baby boomers on the cusp of retirement, you may find that the nation’s personal savings rate isn’t all that important.

Which Way to Payday?

Even though small-business owners put a lot into their companies, including time and capital, sometimes it’s hard to determine exactly how much to take out.

The Health-Care Squeeze

The coming health-care squeeze will likely affect most Americans regardless of age, net worth, or health.

Eye on Private Equity

There’s been a recent boom in private equity takeovers of publicly traded companies. What are the reasons, and will the boom continue?

More Newsletters →