At Sacks & Associates, we take the time to consider our clients expectations and needs. We carefully maintain relationships with other business professionals to ensure we meet our clients goals. This is not a “one size fits all” plan. Our services are tailored to meet our clients’ needs.
We evaluate your investments and provide thoughtful recommendations based on your risk tolerance, long-term goals, current and future market conditions. Our investment philosophy is guided by key principles that emphasize downside risk protection, disciplined diversification, and strategies that are actively managed and individually delivered.Read More
The experienced risk management team at S/A Wealth Management evaluates our clients’ insurance needs to provide appropriate protection from unforeseen life events. This includes the use of life insurance, disability insurance, long-term care, and annuity products when applicable.Read More
Estate planning, wealth transference, and the strategies involved are paramount to financial success, and in the same fashion as your retirement plans and long-term goals, your estate plan may change over time. Our planning process includes the review of your will, beneficiary designations, gifting strategies, projected estate tax liability, existing power of attorney (POA) and health directives. Our ultimate objective is to help you leave your legacy and create peace of mind.Read More
Tax impacts every aspect of your financial life. We strive to identify and maximize potential savings or restructuring opportunities, giving you proactive ways to save money going forward. Tax planning is an essential piece of a complete financial plan; therefore, the reduction of tax liability is crucial for financial success.Read More