SA Financial Solutions offers comprehensive financial planning with a no cost initial consultation. We offer independent and unbiased advice and planning for the following:
- Retirement Planning with Assumptions, Projections & Identification of Shortfalls
- Social Security Maximization Strategies & When to File
- Estate & Trust Planning / Beneficiary & Ownership Review
- Tax Planning including Charitable Giving Tax Strategies
- Investment Management / Asset Allocation / Protective Strategies
- Risk Management – including Life and Long Term Care – Over 75 Insurers Available
- Analysis of Current Investments/ Financial Plan
