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

Crypto Crash Lessons: Don’t Invest What You Can’t Afford to Lose

May 15, 2023 by Eric Sachetta

2022 was a year of hard lessons for a lot of investors. If you started the year feeling optimistic about your new...
5 min read

5 Things to Know When It’s Time for New Driver Car Insurance

May 10, 2023 by George Liakakis

For the new driver in your family, getting their driver’s license is probably a thrilling rite of passage. If that new...
4 min read

Estate Planning and Marriage: Considerations for Couples

May 3, 2023 by Stephen Ahern

People often wonder how they should approach estate planning when they’re married. Should both spouses go together to...

 

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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