Financial Footprints for every Client
Answers to your Questions and Solutions to your Problems
Sasquatch Financial Group can Design, Implement, and Monitor the following Services
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Investment Planning
Determine and Understand your Risk Tolerance
Determine your Asset Allocation Needs
Recommend Appropriate Investment Vehicles that Aim for Your Goals
Portfolio Analysis and Selection
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Retirement Planning
Determine how much You Need to Retire Comfortably
Manage Assets Before and During Retirement
Make the most of Your Employer Sponsored Retirement Plans and IRAs
Rollovers and Rollover Options
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Insurance & Long Term Care Planning & Risk Management
Review Existing Insurance Policies
Recommend Policy Changes when Appropriate
Finding the Best Policy for Your Situation
Life Insurance and Annuity Options
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Personal, Family, and Household Financial Planning
Budgeting and Debt Management
Account Aggregation and Consolidation (See Everything in One Place)
Cash Flow Analysis
Emergency Fund Strategies
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Estate Planning
Help Manage your Estate for Intended Heirs
Beneficiary Designations
Potentially Reduce Exposure to Estate Taxes and Probate Costs
Coordinate with Your Tax and Legal Advisors for Wills and Trusts
Charitable, Endowment, and Legacy Planning
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Tax Management
Look for Ways to Reduce Your Current and Financial Tax Burden
Work with and Refer You to Qualified Tax Specialists
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Education Savings Planning
Recommend Financial and Accumulation Strategies to Pay for Your Children’s or Grandchildren’s Education
529 Plans and other Saving Vehicles
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Executive and Employee Benefits
Help your Business Attract and Retain Qualified Employees through Benefit Packages
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Small Business Solutions
Buy Sell Agreements
Key Person Insurance
Succession Planning
Defined Contribution Plans