17 min read
How Insurance Strengthens Your Financial Plan
Why Insurance Deserves a Seat at the Planning Table
For many Gen X families I work with, life is a balancing act....
At Sachetta, we offer wealth management for a monthly fee that covers our full suite of services, unlimited communications, and coordination with outside parties such as estate attorneys, or insurance brokers. We believe that no financial picture is complete without tax planning, so all of our wealth management engagements include tax planning and preparation.
Clients turn to us for full-service advising to minimize risk and help them reach their long term goals for retirement and generational wealth transfer. We have structured our firm to deliver a correlated mix of services so we can provide comprehensive recommendations that will help you make smart, fully-informed decisions regarding your financial future.
At Sachetta, we see the bigger picture. Many of our wealth advisors are also CPAs who consider every aspect of your financial life—such as your career, family, and future. We take great pride in our integrity and commitment to always act in your best interest. We do that by communicating expediently, listening intently, and understanding and supporting our clients’ vision.
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