Plan for a Life Well Lived

Our practice is focused on helping align your resources with what brings you confidence and fulfillment: your health and wellness, expanding your horizons, or maximizing your philanthropic efforts. Every financial plan touches on each aspect in the following six areas:

Planning for the Future

Planning for the Future

Financial Planning

Retirement Income

Estate Planning

Education Funding

Simplifying Finances

Simplifying Finances

Spending & Saving

Reducing Taxes

Positioning Assets

Personalized Risk Assessment

Executing Intentions

Executing Intentions

Legacy Planning

Legal Document Review

Beneficiary Review

Collaboration with Outside Advisors

Benefit Analysis

Benefit Analysis

Social Security

Medicare

Pension

Employee Benefit Plans

Risk Management

Risk Management

Insurance Needs Analysis

Longevity Planning

Risk Mitigation Strategies

Life Transitions

Life Transitions

Birth/death

Marriage/Divorce

Career Change

Care Management

For more information about us or any part of our comprehensive financial planning services, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jill@sachswm.com | (314) 325-2366