Financial Planning / Investments
WHY PARTNER WITH US FOR YOUR PLANNING AND INVESTMENT NEEDS?
At Savaglia Financial Advisors everything we do revolves around your goals and dreams. Before we discuss any specific investments or products, we meet with you to create a comprehensive financial plan that addresses your unique situation. Only after we understand that big picture, do we offer more specific recommendations in these areas:
Financial Assessment:
- Current Portfolio Analysis
- Debt Management and Reduction
- Retirement Outlook Analysis
- Cash Flow Analysis
- Employee Benefits Review
- Social Security and Medicare Analysis
Financial Planning:
- Goal Setting
- Retirement Income Planning
- Multi-Generational/Legacy Planning
- Small Business Retirement Plans (401(k), SIMPLE, SEP, etc.)
- Education Planning
- Estate Planning
Investments:
- Investment Selection Consultation
- Rollovers, Pension Plans, and Annuities
- Tax Efficient Investment Options
- Personalized Performance Benchmarks