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Providing Clarity Throughout Your Journey

Personal Services

At Sides Financial Strategies, we foster more than business relationships: we foster partnerships. Our personalized, hands-on services take the mystery out of every aspect of your financial life.

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Business Services

Our team understands the time and energy that goes into running a business that you love. We’re here to help you create a plan that’s sustainable for your ideal business and lifestyle.

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Contact Us Today

Reach out to our team at Sides Financial Strategies to learn more about how we can show up for you as you pursue your financial and life goals.

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Caring for You Like Family

Caring for You Like Family

Our vision has always been to give better than exceptional service and to show up with love and dedication for every client. We offer fee-based financial services built on deep relationships to ensure you are cared for like family. As the Sides Financial Strategies family continues to grow, our vision lives on, because of and in memory of Brownie.

Planning for the Whole Picture

Planning for the Whole Picture

Our advisors take an individualized and relational approach to your unique situation. We look at the whole picture, from your situation today to the retirement you desire. By crafting a holistic plan, we can help you move forward in your finances with confidence so you can focus more on what really matters.

Work With a Top Financial Professional

Work With a Top Financial Professional

Lorena Edwards, Financial Advisor at Sides Financial Strategies, earned the 2023 Circle of Excellence award at Cetera Financial Group’s annual awards conference. The Circle of Excellence individuals continuously strive to provide the best independent financial advice to their clients.

The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of by any client.

Serving Clients with Care and Attention

We cultivate partnerships, not just business relationships. Our personalized services simplify each financial aspect and every life stage. 

Individuals & Families

Individuals & Families

We help you get off to a strong start as you learn to balance the various demands on your time and money.

Planning to<br/>Retire

Planning to
Retire

With each life change, we help you re-prioritize your financial plan so you can continue on the path forward.

Living in Retirement

Living in Retirement

We help you create a plan to live your ideal retirement while balancing your desire to leave a legacy.

Widows &#38; Divorcees

Widows & Divorcees

When navigating life's unpredictability, our seasoned advisors stand ready to assist you.

4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

Boost Your Financial Literacy with Our Resources

Equip yourself to make well-informed financial decisions by boosting your financial literacy. We’ve carefully curated some resources to help.

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Get Started On Your Journey

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