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

9 min read

Navigating Senior Housing Communities: Managing Risks and the Rise of Private Equity

The decision to move into a senior housing community is rarely simple. Beyond the personal and emotional...

6 min read

15 vs. 30-Year Mortgage: A Comparison for Gen X Home Buyers

For many Gen X homebuyers, choosing between a 15-year and 30-year mortgage isn’t just about interest rates. It’s about...

6 min read

Beyond the Headlines: Personalized Retirement Planning

Every week I see new headlines about retirement. A magic number to hit. A single “safe” withdrawal rate. If you’re...

 

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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