Taxes

• Tax Planning
  Understanding your tax planning needs is essential to creating the best suited investment strategy and financial plan for you.  Our in-depth review of your tax matters includes a free consultation with your tax advisor, comprehensive review of your tax return to highlight opportunities for tax reduction strategies, annual review of your tax situation and planning to incorporate any new tax law changes and recommendations of tax solutions including tax advantaged investments.
• Charitable Giving
  There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the Read More
• Roth IRA
  You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are Read More
• Capital Gains Taxes
  The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could Read More

Investment

• Investment Management
  Our services range from Financial Planning, to Investment Management. No matter what, our focus is always on you and your needs.
• Wealth Management

Planning

• Financial Planning
  At SAI Financial Services, we understand how overwhelming it can be to navigate the world of financial planning and investing.  Without trusted guidance and easy to understand advice, it's hard to feel confident in your financial future.  We seek to address these concerns by serving as a trusted resource.
• Retirement Planning
  Retirement is a defining moment in your FP. That’s why we take an active approach to retirement planning. Whether you’re just starting out or are preparing to leave the workforce, we seek to maintain your standard of living and ability to continue providing for you and your family. Our advisors will help you prepare for retirement with confidence while managing all of your estate planning needs.
• Annuities
  The less you need to rely on Social Security, the richer you may be in retirement. Generally, wealthier retirees have multiple income streams in retirement, with Social Security as just one source of money that’s supplemented by 401(k)s, pensions, annuities, and/or other income.
• Long Term Care
  Proper insurance coverage is an integral part of your financial plan. We offer a full suite of insurance products including life, disability, and long-term care insurance for the continued protection of your assets. While monitoring your existing policies to guard against loopholes, we can build your confidence in tomorrow by strengthening your insurance policies today.
• Asset Management
  This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2024 Advisor Websites.
• College Funding