Financial Planning For Educators
We specialize in providing financial planning and investment management solutions for educators and their families.
Meet Your Team
Expert Financial Planners
Sandy Joel Siff, CFP®
Milorad "Miki" Sobot, CFP®
Helping Educators Meet Their Goals
For 40+ Years
Halliday Financial is an independent, full service, comprehensive financial planning and investment advisory firm that has been supporting the educators community since 1982. It is our goal to help you be well educated about your options and help you make smart decisions with your finances.
What We Offer
Since 1982 Halliday Financial has dedicated itself to energetically applying creative strategies to the diverse objectives of our clients.
Who We Are
At Halliday Financial, it is our mission to help our clients solve problems, specifically a range of financial problems. At Halliday Financial, we use a full spectrum of financial services to navigate every major obstacle in our clients’ financial lives. Because we are an independent financial services firm, we have no proprietary products to push. Our role is to help clients make smart decisions about their money. We understand that each client has unique needs and provide personalized solutions based on their goals, objectives and concerns.