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.
Our leadership team are CPAs who help our clients make smart, fully-informed decisions regarding their financial future.
FROM OUR BLOG
5 min read
529 College Savings Plan: Pros, Cons and Alternatives
Considering the projected costs of a college education over the next few decades, it could cost more than a million...
5 min read
Gifting Stocks: A Tax-Advantaged Way to Spread the Wealth?
Gifting stocks can be a tax-advantaged strategy for offloading appreciated stocks, as well as a generous way to share...
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.
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.