Sikorski Wealth Management Group

Sikorski Wealth Management Group Sikorski Wealth Management Group specializes in Qualified Retirement Plans, Individual Wealth Management, Retirement Planning, 401k Rollovers, and IRAs.

https://about.me/sikorskiwealthmanagement At Sikorski Wealth Management Group, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial ind

ustry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs. As an independent financial planning firm, we solely represent our clients, their needs and interests, rather than any specific company’s. While some financial institutions recommend investment products that are manufactured by the parent of the subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Due to our independence and objectivity, it allows us to provide our clients with the commitment that they deserve. Securities offered through FIRST HEARTLAND® CAPITAL, INC. Member FINRA/SIPC https://www.finra.org/ #/ https://www.sipc.org/
Advisory Services offered through First Heartland® Consultants, Inc. Sikorski Wealth Management Group is not affiliated with First Heartland® Capital, Inc.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
08/05/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Concerned about the social impact of your investments?
08/03/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
07/31/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

FDIC insurance was designed to protect your deposited funds, but do you know how?
07/29/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
07/27/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the h...
07/24/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
07/22/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
07/20/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
07/17/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
07/15/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Address

203 Jefferson Street
Valparaiso, IN
46383

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

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