SAS Financial Advisors

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Comprehensive financial planning is an ongoing process that rewards persistence and follow-through. Whether you are just beginning or have acquired significant assets, our planners will help you clarify your long-term financial goals and carry them out. As an individual and family member, you may want to discuss larger life expectations such as achieving financial independence or paying for your children's college education. For your business, you may want to explore business development, expansion, and succession. Whatever your objectives, you can tap into both our extensive in-house experience as well as a circle of professional support that includes CPAs, attorneys and real estate professionals.

You participate in an in-depth discussion of your objectives as SAS gathers your financial information to clarify and define your goals. You review the resulting financial plan and discuss it with SAS planners for implementation. Then your plan's performance is rigorously reviewed by the planner who suggests modifications needed to keep you aligned with your target objectives. You are steered through market volatility, unforeseen market changes, and life changes while SAS keeps your needs, risk sensitivity and dreams in mind. You are informed and empowered in a collaborative process through the coaching and consultation that SAS provides - keeping you on track towards your goals.