BROWSE OUR BLOG TO LEARN MORE ABOUT RETIREMENT PLANNING, TAXES, AND MORE!
The Gift of Financial Health: Best Practices for Keeping Your Will Up to Date
Estate planning isn’t something you do once and forget about—it’s an ongoing process that helps ensure your financial affairs are in order and your loved ones are taken care of. One of the most important documents in an estate plan is a will, but over time, things change. Life events, financial shifts, and even tax laws can impact your estate [...]
6 Tips for Building a Retirement Budget
Building a retirement budget is critical to working toward an independent and stress-free life after leaving the workforce. Creating this budget can positively impact one's lifestyle, provide confidence and control over one's money, and safeguard against potential financial pitfalls. Here are the foundational steps to establishing a retirement budget. Step #1- Identify retirement income sources. These sources may include retirement [...]
Always Exceed Expectations
"Jeff, Jill and their staff are all very patient, kind and well educated in their field. And they always exceed expectations. They are on top of new offers and call ASAP to inform us of opportunities that arise. They are so very friendly and we feel like we are received like family. For years, we give their info out to [...]
Easy and Simple
"When my husband died I was at a loss, since he took care of everything. I was overwhelmed, but they helped me and my son to simplify things! And when I needed extra funds it was easy -- especially those unexpected expenses." - Jonel M.
Going The Extra Mile
"Every meeting with Jeff is beneficial. I love how he takes the time to clean old data from our books so we stay current. The painting activity and movies were fun and unexpected, and the Valentine's dinner for ladies was so special 😍" - Mary D.
Positive, Professional, and Courteous
"The Team at Sachs Financial is very positive, and all very professional and courteous. Jeff keep's us up to date on our annuities and additional helpful information on savings and life in general. Thank you!" - Gary and Alice L.
A Team You Can Count On!
"During my husband’s passing, they navigated me through a difficult time. I have a great trust in Sachs Financial, and the staff there. I’m extremely happy with the results of our financial analysis!" - Pamela B.
Great Guidance & Great Rates
"Sachs Financial is very pleasant & I am pleased with their advice and knowledge. Their suggestions led us to a route for placing funds into a product that gave us a great rate, and helped us not to lose money in a bad market." - Jimm H.
Interested In Sachs Financial?
