Your financial goals aren't just about numbers in an account.
They represent real life.

We believe in a holistic approach, advising our clients on all elements of their financial well-being.

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ACCOUNTING & TAX
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INVESTING
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INSURANCE PLANNING
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BUSINESS CONSULTING
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ESTATE PLANNING
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FINANCIAL PLANNING

Our leadership team are CPAs who help our clients make smart, fully-informed decisions regarding their financial future.

FROM OUR BLOG
4 min read

What Kind of Assets Make the Best Charitable Contributions?

Mar 10, 2023 by Nick Forgione

Everyone has their own reasons for choosing the organizations they support with charitable contributions. You might...
4 min read

Essential Estate Planning Documents That Most People Need

Mar 8, 2023 by Stephen Ahern

What would happen if you were in a terrible accident today and landed in the hospital, seriously injured and unable to...
4 min read

After Term Life Insurance Plans Expire, What Happens Next?

Mar 1, 2023 by Stephen Ahern

When you bought your term life insurance policy, you were probably thinking about the same thing most people think...

 

Comfortable, holistic financial services that support who you are and where you want to be.

When your financial planner and your accountant work together, you can expect more comprehensive recommendations. At Sachetta, our advisors are CPAs, and they are considering your full financial picture every step of the way. Learn more about our approach to helping you reach your financial goals.

About Us

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Fine Answers Podcast

At times it seems like the financial world is detached from reality. But whether we like it or not, money dictates our entire life.

Fine Answers aims to bridge that gap by discussing money tips
and tricks, best practices for success and the psychology behind it all.

The answers won’t be great…but they’ll be fine.

Listen

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