We take the time to understand your needs and evaluate how best to prepare you not just for retirement, but for the path that leads to it.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
SASATA specializes in working with business owners and executives on strategies to reward, retain, and recruit top talent.
Trusted Financial Guidance for Families of Business Professionals, Executives, and Physicians
Specializing in managing risk to protect clients in any situation and helping clients build their wealth toward financial independence and success.
