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Financial Advice For Grandparents of Teenagers
If you have grandchildren in high school now, you know they’re going to be off starting their adult lives in what feels...
At Sachetta, our advisors are CPAs, and they are considering your full financial picture every step of the way. As a client at Sachetta, your financial goals are our priority, and considering your full financial picture is how we help you achieve them. Our financial advisors get to know you and understand your vision for retirement, how your children and other family members factor into your current and long-term finances, and your comfort level when it comes to risk.
Your financial future spans a range of interdependent areas; financial planning, investment management, tax planning, and risk mitigation through estate planning and insurance. We have structured our firm to deliver a coordinated mix of services so we can provide comprehensive recommendations that will help you make smart, fully-informed decisions regarding your financial future.
Wealth ManagementOwning a business is always risky. Having a great idea and the skills and work ethic to make it happen isn’t a guarantee of success. While some risks are a natural part of doing business, others are avoidable. Working with experienced advisors is one way of mitigating those risks. We treat businesses the same as our individual clients: with respect, understanding and a big picture approach.
Business ServicesToday’s young professionals have complex financial lives and need sophisticated guidance.
ASCEND isn’t like any of Sachetta’s other services. It’s tailored to young professionals – people who are building their careers and making plans for the future but don’t yet have the minimum assets that are traditionally required to work with wealth managers. Whether you’re fresh out of school, are making decisions about stock options, or have already claimed a corner office, ASCEND helps you move to the next level. It’s our mission to help you prepare for both the immediate and distant future.
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