Member Directory

Investment/Retirement Services

F.I.T. Financial Group is a financial advisory practice of Ameriprise Financial Services, LLC. The three partners of F.I.T. Financial Group are Matthew Flynn, who heads up our Retirement Planning group, Sherrie Ingham, who heads up the Financial Planning area, and William Turner, who heads up our Wealth Management division. Each partner has more than 20 years’ experience in the industry.

Our company’s clients come in two areas, Corporate Retirement Plans and Individuals.  Our Corporate Retirement Plan business is small and mid-size Corporations, while our Individual clients are mostly executives and retirees, residing in the United States.

Sawchuk Wealth is dedicated to helping our clients achieve true financial independence. We connect with them on shared values, augmenting financial freedom with purpose and helping them understand and m .ke sense of a radically changing world. We work to align with and protect common sense values that are the foundation of American greatness. We help protect our clients both financially ahd intellectually, so they can adapt and thrive in any environment, and play an important role in securing a bright future for generations to come.

At Stalt Financial, we believe a sound financial plan is more than the sum of its parts. Our firm is founded on the principle that proper financial planning is much more than investment management or reliance on a financial product. Our process is built on collaboration and is designed to focus on our clients’ specific goals and vision for the future.

 

We primarily help a few specific groups: business owners working to identify and address their Wealth Gap, families who have loved ones with special needs, and high net worth professionals and their families.

 

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