Services | Sachetta & Callahan
Your financial future spans a range of interdependent areas; financial planning, investment management, tax planning, and risk mitigation. 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.
We believe that by understanding the full picture of our clients’ financial situations, we can offer holistic financial planning that supports who you are and where you want to be. Therefore, the Services listed below get blended together to form a full experience, they are not meant to be selected piecemeal.
Your financial goals aren’t just about numbers in an account. They represent real life: the loved ones you want to provide for, the places you want to see, the security you want to have. […]
Accounting & Tax
You wouldn’t trust your car to an amateur mechanic, so why would you trust your financial future to anyone less than an expert? Accounting and tax issues are notoriously thorny. The consequences of making […]
Working with financial advisors always requires a leap of faith. You’re giving someone else a lot of control over your hard-earned money – what if they invest it poorly, or have ulterior motives that […]
Going to a financial firm for guidance about insurance might seem odd. After all, you wouldn’t go to an insurance company for tax advice. We’re not an insurance firm, that’s true. But we take […]
Owning 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 […]
You’re never too old to learn something new, and you’re never too young to start estate planning. Even if you’re healthy, have few assets or think your loved ones will know what to do […]
Everyone has a vision for their future. LAUNCH is designed to help you get there. LAUNCH isn’t like any of Sachetta Callahan’s other services. It’s tailored to young professionals – people who are building […]
FROM OUR BLOG
Can You Afford Not to Have Life Insurance?
“Do I really need life insurance?” Financial advisors hear this question from clients all the time. A life insurance premium is yet one more regular expense that eats into your savings, and you may […]
Meet Ann Bodvar
Ann joined Sachetta Callahan in 2000 as a staff accountant. How did you come to work at SC? After working for an accounting firm in Malden for 15 years, there was no more room […]
Investing Advice for Young Professionals
As you start to climb professionally, putting money into investments lets you start to climb financially, too. Investing wisely at the start of your working life is one way to help have the option […]