Financial Planning
From college saving strategies to securing the retirement life you always envisioned — having a plan is crucial to put you in the best position. Although it may seem complex, Sax Wealth Advisors makes financial planning simple. We help you to filter and delineate between the media’s tips, fads and trends, and sound investment advice that produces long-term results. You tell us where you want to go, and we will construct the road map to help get you there — as quick and easy as possible.
Financial Planning
From college saving strategies to securing the retirement life you always envisioned — having a plan is crucial to put you in the best position. Although it may seem complex, Sax Wealth Advisors makes financial planning simple. We help you to filter and delineate between the media’s tips, fads and trends, and sound investment advice that produces long-term results. You tell us where you want to go, and we will construct the road map to help get you there — as quick and easy as possible.
Estate Planning
Strategic planning is essential to securing the longevity of your estate and legacy. Sax Wealth Advisors collaborates directly with Sax LLP, an accounting, tax and advisory firm, to work with you to eliminate future risk, protect and properly invest your assets, and establish a plan to transfer wealth in the most tax efficient manner. Planning for the future is an exciting process and Sax Wealth Advisors will effectively guide you through building a multi-generational legacy.
Investment Management
As an investor, your goal is to reduce risk and maximize returns. With the constant financial rhetoric out there comprised of investment tips, fads, trends and exciting short-term market fluctuations, it can be hard to know how best to navigate the market. Engaging Sax Wealth Advisors provides you with an objective sounding board needed to filter and delineate between the noise and sound investment advice that will enhance your portfolio. Your success is our success and we have the tools, resources and knowledge to help effectively manage, preserve and grow your collective investments.
Retirement Planning
Whether it be Corporate or Individual retirement plans, Sax Wealth Advisors will help you build an effective strategy that supports your needs and objectives and ensures you reach your desired outcome. Sax Wealth Advisors will monitor your plan every step of the way to keep you on track for your goals, and provide proactive advice so there aren’t any unforeseen bumps in the road. We provide recommendations that put you in the position to make important investment decisions that will have a lasting impact on retirement years.
Proactive Tax Planning
As a wholly owned subsidiary of Sax LLP, Sax Wealth Advisors has the backing of an accounting, tax and advisory firm with in-house expertise to customize tax strategies around your individual and specific needs. Filing your taxes should be a non-event, rather a reflection of the planning done throughout the year. Sax works to proactively address your tax position on an ongoing basis and capture beneficial opportunities, reduce tax liabilities, and implement long-term tax saving strategies.