Bill Siegler,
Owner
Pelican Financial Group

“Holston IT has removed my technology headaches and provided great service since 2012!”

Bill Siegler is an Accredited Investment Fiduciary and a certified long term care specialist. His goal is to help his clients develop, implement, and monitor a strategy designed to meet their unique goals.

Pelican Financial Group believes in thinking “outside the box” to develop your personalized financial plan. They specialize in:

  • Retirement planning
  • Asset Management
  • Inheritance planning
  • Managing Debt
  • Preserving Wealth

They also provide tax services for their clients and referrals.

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards.

Whether you’re facing retirement—or looking to better understand certain investment ideas—The Pelican Financial Group can help you address your most pressing money questions.

The Pelican Financial Group
2762 East Center Street
Kingsport, TN
(423) 245-5234
www.pelicanfinancial.com

by Bill Siegler, Owner, Pelican Financial Group

“What are your goals?”  That’s the question that frames all the work I do.  I ask that of every client.  I need to know not just their financial aspirations but their goals in general, because their finances will affect most of those goals.  A good solution for one person won’t be a good solution for another.  My job is to understand each of my clients’ unique situation, so that I can design a financial plan suited to their needs.

In 1985 I founded this company.  I started with securities and insurance licenses, and for awhile that was all I did.   Studying my clients’ tax returns was a key part of our planning process, and often I’d find errors in their returns.  I’d send them to my accountant to redo them.   He finally said, “You can figure this out yourself!”  So, I blocked off time for more training, and I’ve been doing taxes ever since—I kind of got shoved into it.   I don’t do off-the-street tax work, but I’m happy to provide tax services to my insurance and securities clients, and to referrals.

Back in the dark ages, I built computers.  I worked with the first Radio Shack home computer.  You could tell that machine to add one and one, and you could play Pong—that was about it.

Today, things are much more complicated.   I can’t function without technology (I could function without the regulations, but, sadly, that’s not an option).  In fact, we business owners simply cannot figure out technology on our own.  There is no sense in doing the job yourself when you can have someone you know and trust to do the job for you.  Our time is more valuable than what it costs to hire Holston IT.

At one point I had five offices.  Now I have just one, and I prefer that.  I work with a small broker, too, who has about 400 partners like me.   Often you get better service from a smaller company.   I love the work I do—much of it is helping people prepare for retirement and thrive during those years.   It’s complicated, but I enjoy the challenges and I enjoy serving my clients.

The number one benefit of working with Holston IT is peace of mind.  I know that the system is going to work and that my data is secure.  My business is not interrupted with downtime, and I don’t have to spend time or energy figuring out all of the technology.  I just trust Holston IT instead—and that is saying something, because I don’t trust just anyone.  I have high standards, but the quality of the people on the Holston IT team meets those standards: they’re geniuses when it comes to technology, they’re honest, they respond right away, and they’re even polite.

My advice to other business owners is:  stop trying to do this stuff on your own.  Talk with Holston IT instead.  Explain your business goals, and let them figure out how technology can help you meet those goals.  They can design technology that seamlessly supports your business needs.   They are my partners and a key to my success.

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