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Saket Sagar Financial Advisor,

601 108th Avenue Northeast, Bellevue, WA 98004View on Map

Description

Saket provides holistic wealth planning solutions to individuals and families who are often focused on the demands of their occupations and busy lives and need to collaborate with a strong financial professional to help build and manage their wealth. He specializes in life planning that goes beyond traditional investment planning and helping clients in the process of wealth accumulation to strategic wealth distribution. Saket?s planning process is client-focused, beginning with a discovery meeting to identify his client?s unique concerns and motivations, and then building a comprehensive financial plan to address their life goals, risk tolerance and liquidity needs. Striving to become his clients? essential financial partner, Saket provides the most comprehensive planning service possible by his multi-disciplinary approach working collaboratively with outside professionals, such as CPAs, estate planning and elder law attorneys, as well as healthcare and housing professionals.

Basic Details

  • Financial Planning
  • Retirement Planning, Financial Planning, Business Tax Planning
    Retirement Planning, Financial Planning, Business Tax Planning, Estate Planning, Accountant Services, Finance & Accounting Training, Business Succession Planning
    ... Read MoreRead Less
  • 0 - 5 Years
  • 601 108th Avenue Northeast
  • By Appointment

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