Welcome to Sir 4te Holdings
Since 2009, Sir 4te Holdings has been a beacon of financial and healthcare excellence. Our mission is to empower individuals, families, and institutions through personalized financial planning and expert healthcare staffing solutions. Led by a Certified Financial Fiduciary® and a board-certified emergency physician, we bring over 23 years of leadership and trust to every client relationship. Join us as we build brighter futures together.
At Sir 4te Holdings, we are dedicated to providing comprehensive strategies that ensure financial security and healthcare excellence. Our unique blend of financial expertise and medical leadership allows us to offer unparalleled service and commitment to our clients. Whether you’re planning for retirement, saving for education, or seeking healthcare staffing solutions, we are here to guide you every step of the way.
Our Core Services
Financial Planning
Our personalized financial planning services include retirement strategies, wealth preservation, and insurance solutions tailored to your unique needs.
College Savings
We help families navigate the complexities of saving for higher education with smart, strategic solutions that ensure a brighter future for your children.
Healthcare Staffing
Providing quality-driven healthcare staffing solutions with board-certified emergency physicians, ensuring reliable and trusted care for your facility.
Our Mission
At Sir 4te Holdings, we are committed to empowering individuals, families, and organizations with trusted financial strategies and healthcare staffing solutions that build lasting security and success.
Our Vission
To be a trusted leader in financial empowerment and healthcare excellence building a future where security, opportunity, and well-being are accessible to all.
Empowering Your Future
Key Advantages
Discover the unique benefits of partnering with us for your financial and healthcare needs.
01
Certified Expertise
02
Tailored Solutions
03
Trusted Leadership
04
Holistic Approach
Secure Your Financial Future Today
Take the first step towards financial clarity and peace of mind. Schedule your consultation today to explore how we can help you achieve your goals.
Latest Insights and Updates
The Power of Starting a College Savings Plan Early
Introduction The cost of higher education has been rising faster than inflation for decades — and there’s no sign of it slowing down. For many families, paying for college without taking on overwhelming debt is a top financial priority. The good news? Starting early...
Mistakes to Avoid When Planning for Retirement
Introduction Planning for retirement is one of the most important — and personal — financial journeys you’ll ever take. Even small missteps today can lead to major setbacks later. Whether you're decades away or just a few years from retiring, understanding the most...
What Our Clients Say
★★★★★
“Sir 4te Holdings transformed my financial outlook. Their expertise and dedication to my needs were unparalleled.”
Darnell Thompson
★★★★★
“Thanks to their strategic planning, I now feel secure about my retirement. Highly recommend their services!”
Vanessa Rodriguez
★★★★★
“Their transparent approach and expert guidance have given me peace of mind in managing my finances.”
Mei Lin Chen