Welcome To Siri Financial Services

About Us

We are a group of independent financial service professionals who work with our clients to help them take control of their finances. We focus on each client's individual needs and situations and strive to provide suitable financial solutions to our clients based on their time horizon and risk tolerance.

We help individuals, families and businesses to minimize taxes, minimize risk (could be market or litigation), maximize returns therefore increase networth.

MADHU - Managing Director & Founder

Madhu has his own independent financial service agency for the past few years. He comes with a 15+ years of IT background working for various fortune 500 companies. His passion towards finance has taken up a diversion into the world of finance with a goal to help many families with their financial needs.


Madhu wanted to create a legacy for his family and was always in a quest to find opportunities to generate passive cash flow. The finance domain appealed to him as the finance industry is one of the largest and oldest industries in the world. Pursuing the mission to educate more and more families financially and help planning for better financial future.

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Our Vision

To be a reliable partner with each customer and help them in reaching their financial goals by giving unbiased financial advice.

Our Mission

We are committed to creating financially independent families. No matter what financial challenges clients may face, we have the experience and resources to create a successful financial plan. Whether it is debt management, retirement strategies, life insurance or other financial needs, we are able to help clients achieve financial independence.

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What We Offer

RETIREMENT PLANNING

Retirement Planning doesn't take Age but making your money work for you when your job income stops.

LIFETIME INCOME PLANNING

When people do not have pension-like income, guaranteed lifetime income planning is imperative.

INVESTMENTS

As money grows bigger, problem with taxes and protecting from market risk also grows along with it. Lets learn how to take care of them for a healthy Investment.

LIFE INSURANCE

Everyone loves their family and we can help you plan the best last gift you can leave back to your family by properly calculating your liability needs.

KIDS EDUCATION

We want to give the best for our loved ones. Lets talk about available option with their advantages and disadvantages.

MORTGAGE PROTECTION

Mortgage is a monster. The huge liability can be easily taken care with a simple term insurance until its paid off.

WILL AND TRUST

If you want to take care of your asset and loved ones in an unexpected situations, its important to have this done today.

IRA / 401K ROLLOVER

Keeping the tax deferred account in check is important. Know your rollover options well before you take an action.

ANNUITIES

Another way to earn lifetime income after Pension and Social Security income.

DEBT MANAGEMENT

Debt is like a hole in a bucket. The sooner you fix it, the better it is.

Frequently Asked Questions

Financial Planning is a process that develops a plan for budgeting, taxes, retirement, education, insurance, and estate needs, which meets one's needs and goals. Following an initial meeting to establish your financial concerns and future goals, your financial data is gathered and analyzed to determine your financial situation. A financial plan is then developed as a recommendation of how best to meet your goals, taking into account your current financial situation.
An individual who assists you in developing and implementing a financial plan and investment strategy.
There are many reasons to use the services of a financial planner. Some of the most important include: • Experience and Skill – you can rely on the financial knowledge of a financial planner to manage your investments rather than risk your financial future by relying only on your own investment knowledge. • Proven Track Record – although past history is no guarantee of future performance, using the services of a financial planner who has an established and proven investment program adds confidence to your financial and investment plan going forward. • Coordination of Financial Services – maintaining a close, personal relationship with you allows a financial planner to provide advice on a range of financial matters, helping in overall coordination and management of retirement and investment planning needs. • Lack of Time – most people do not have or do not wish to commit the time necessary to properly manage their investments.
As mentioned above, there are numerous benefits to working with a financial planner to help create your financial planning road map. One of the key benefits is that a well constructed, implemented and monitored financial plan may allow you to reach financial independence quicker than if no plan of action was formulated. For many clients, financial independence gives them the ability to stop regular employment knowing they have sufficient retirement income to maintain their desired lifestyle for the rest of their life and provide for their loved ones after their death.
  • Estate : Defines who can legally claim your asset upon death
  • Trust : If you dont have one Govt will make decision on who gets what
  • Medical Power of Attorney : Who can make medical decisions for you
A living trust is an alternative to probate. This document places all of the assets that you own during your lifetime into a revocable trust. A living trust can be changed, amended or terminated in whole or in part by the individual at any time, provided he or she is of sound mind. Under a living trust, you can be named as your own trustee for your own property. Upon your disability during your lifetime, you can name a successor trustee to manage your assets and pay your debts. Upon your death, you can name a successor trustee to ensure that your assets are distributed as you so designate in your living trust.
No. There is no need to establish a living trust during your lifetime if you do not have that many assets or the total value of your estate is less than $100,000. If the only asset you own is a piece of real estate, a land trust for real estate can be drafted at a lower cost to you than a living trust.
A health care power of attorney is drafted and signed by you during your lifetime. You give power to an individual named in your health care power of attorney to act on your behalf if you do not wish to be kept alive on life-sustaining devices such as a food tube or intravenous.
A durable power of attorney is signed by you during your lifetime and gives power to an individual whom you name to act on your behalf for financial purposes. It is effective only upon your being declared by a doctor to be incapable of managing your finances. It is important to have a durable power of attorney, especially if you are single, widowed or divorced so that someone can write checks on your checking account, take money out of your 401(k) or savings account, or otherwise sell your assets to pay your bills and to obtain and pay for your medical care and the needs of your family.

Get in Touch

Phone

952 201 7930

Email

madhu@sirifinancialsvcs.com

Whatsapp

Click here to chat in Whatsapp

Address

8180 180th St W,
Lakeville, MN 55044