Comprehensive Planning

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