Sector Analysts, LLC primarily provides personalized confidential financial planning and investment management to individuals and businesses. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and legacy planning.

Sector Analysts, LLC is a fee-based financial planning and investment management firm. The firm does not sell annuities and insurance products, but the owners are insurance agents and offer these products and services as outside businesses.