Whatever your financial goals or aspirations, we have the expertise to help. Each financial decision you make can affect several other areas of your life. Let us help you translate your priorities into a lifelong financial strategy by giving you more confidence to achieve your goals.
Financial Coaching Services
Financial Planning
What is important to you? Your actions now will have a huge impact in determining how you live in your retirement years. Seize the moment, plan and save now. We can help!
Investment Management
With thousands of products available, investing may seem overwhelming. It is important to note that investing goes beyond selecting financial products. Let’s talk.
Insurance Protection
When shopping for an insurance policy, look for the best-priced package which is right for you – prices can vary from one insurance company to the next. Protecting your family is important, let us find the best solution.
Investment Management
At Niagara Wealth, we demonstrate our value by keeping our clients from chasing returns in bull markets and from bailing out in bear markets.
Our purpose is to help build, manage and preserve your wealth. Our unique expertise is investment planning for conservative clients.
With your objectives as our guide, we develop an integrated financial plan which addresses you and your family’s needs at every stage of your life.
Our goal is to create a realistic custom-tailored strategy that will help you achieve your financial goals. Call us today to learn more.
Insurance helps you, and your family maintain financial stability in case of an unforeseen circumstance. Unfortunately, most individuals feel that insurance is unimportant until it is too late.
At Niagara Wealth, we will look at your personal situation and explain different options available to you.
Our goal is to create a realistic custom-tailored strategy that will help you achieve your financial goals. Call us today to learn more.
You’re Retiring … So Now What? You’ve been working and planning your entire life to achieve an ideal retirement lifestyle. How will you define your next life chapter? Together, we can create retirement success
Our goal is to create a realistic custom-tailored strategy that will help you achieve your financial goals. Call us today to learn more.
Meet Sean
Sean A. Straughan CFP®, is an independent Certified Financial Planner professional, licensed since 1994. Sean is dedicated to helping his clients set and then realize their goals and solidify a comfortable future.
He takes into account where they are today, where they want to be in the future, and provides guidance to simplify what has become a complex financial world. Sean’s Retirement Coaching Program can help you generate options for a successful and enriching retirement life.
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