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Kalvin Sid


1700 S. Amphlett Blvd. STE 218
San Mateo, CA 94402

The Cycle of Investing The Cost of Procrastination Charitable Giving: Smart from the Heart

Kalvin Sid, CFP®, MBA

I am an Investment Adviser Representative with NEXT Financial Group, Inc. located in San Mateo, CA. I help my clients clarify their financial goals, and determine realistic plans to achieve their goals. I develop comprehensive personal financial plans that include retirement funding, minimizing taxes, and protection from catastrophic losses. I collaborate with my clients select investments that are compatible with their goals, needs, and attitudes toward risk.

I am an independent investment adviser representative with no investment product quotas to meet. My mission is to provide powerful and thoughtful solutions to the financial concerns and challenges that affect my clients, their families, and their businesses. Feel free to call us for a no-obligation consultation to see if we would be a good fit for your needs. At Sid Financial Services we manage your money so you can manage your life!

Helpful Content

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U.S. Personal Savings Rate

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Will Power

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How the Federal Reserve Works

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Determine your potential long-term care needs and how long your current assets might last.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Principles that can help create a portfolio designed to pursue investment goals.

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Social Security: By the Numbers

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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