Why Us?

Why Cisick Planning? That's a great question.

"Why" is a question you should ask yourself when choosing an advisor. Does your advisor own what he is recommending? Does your current firm treat you as they would treat their best friend, mother or a family member? Is your current firm selling you products that are better for them than you? We have answers to these questions.

At Cisick Planning we know why. With over 25 years experience, Cisick Planning is a multifaceted firm. The Cisick Planning Team has the proper resources to open your first IRA or create a complete benefits package for your company.

Whether it is life, disability or long term care insurance our team can guide you in choosing the appropriate coverages. Cisick Planning can even help you choose coverages to enhance Medicare. Our team is prepared for every situation.

Cisick Planning is a boutique-planning firm that is small enough to give you the attention you deserve, while utilizing the same tools and ideas of firms many times our size. Our relationship with other financial professionals gives us a unique advantage in our ability to help our clients solve almost any financial problem. Your success is our success!