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