“Well done is better than well said.”- Benjamin Franklin

 

At Saratoga Financial Services, our experience, education and credentials help us to provide a full array of financial services to serve the needs and goals of our clients.

Retirement Planning

We take a planning-first approach where we identify and understand the financial needs and short and long term goals for each individual and family. We then work to determine the path forward and implement customized strategies based on each client’s unique objectives. Our services include:

• Retirement planning/distribution planning
• Cash flow and budgeting projections
• Insurance analysis including life, disability and long-term care
• Tax strategies
• Estate planning strategies
• Education funding
• Charitable planning