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

  • 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

  • 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

  • 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

  • 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

  • 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

  • Tax Management

    • Look for Ways to Reduce Your Current and Financial Tax Burden

    • Work with and Refer You to Qualified Tax Specialists

  • Education Savings Planning

    • Recommend Financial and Accumulation Strategies to Pay for Your Children’s or Grandchildren’s Education

    • 529 Plans and other Saving Vehicles

  • Executive and Employee Benefits

    • Help your Business Attract and Retain Qualified Employees through Benefit Packages

  • Small Business Solutions

    • Buy Sell Agreements

    • Key Person Insurance

    • Succession Planning

    • Defined Contribution Plans

 
 

 If You Do Nothing Today Where will You be Tomorrow?