Question 1

Who does Sierra Hotel Financial serve?

Accepted Answer

We serve military families, veterans, federal employees, and government contractors.

Question 2

What services does Sierra Hotel Financial provide?

Accepted Answer

We provide investment management using advanced strategies such as asset allocation, asset location, direct indexing, tax-loss harvesting, Roth conversions, and more. We also offer comprehensive financial planning—including investment, retirement, education, tax, and estate planning.

Question 3

How does Sierra Hotel Financial specifically cater to active duty military?

Accepted Answer

We have deep expertise with TSP, SGLI, and transition planning. Co-founder Joe Turkal served 30 years in the Marine Corps, giving us unique insight into military life and goals.

Question 4

How does Sierra Hotel Financial specifically cater to federal employees?

Accepted Answer

We understand FERS inside and out and tailor plans around those benefits. Our extensive work with federal employees also means we appreciate their culture and expectations.

Question 5

How can Sierra Hotel Financial serve government contractors?

Accepted Answer

As prior contractors and current business owners, we know the financial challenges and opportunities contract workers face. From tax planning to retirement accounts, we provide targeted advice and robust tools.

Question 6

How can Sierra Hotel Financial help transitioning or retiring service members?

Accepted Answer

Leveraging Joe Turkal’s own transition after 30 years in the Marines and our work with many service members, we guide clients through budgeting, taxes, insurance, retirement, and more.

Question 7

Can Sierra Hotel Financial help clients with VGLI and SBP?

Accepted Answer

Yes. We specialize in advising on Veterans Group Life Insurance (VGLI) and the Survivor Benefit Plan (SBP).

Our Team

Joe Turkal, LtCol (Ret), USMC

Spencer Turkal, CFP®

Mission and Impact