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Our Services

At Savvy Financial, our mission is to provide you with a wide array of services designed specifically to address your individual financial goals and aspirations. We operate on a fee-based model, ensuring that our interests are fully aligned with yours, and delivering transparent and sound advice at all times.

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Fee Based Planning

Fee Based Planning

Fee-based comprehensive planning offers objective and sound advice, comprehensive services, transparent pricing, fiduciary duty, and holistic financial guidance. It provides individuals with professional, comprehensive, and personalized financial guidance to help them achieve their goals.

Asset Management

Asset Management

We will work closely with you to create a personalized investment strategy that complements additional wealth building assets such as real estate. By carefully considering your risk tolerance, time horizon, and financial objectives, we construct a well-diversified portfolio aimed at maximizing returns while prudently managing risk. Through continuous monitoring and periodic rebalancing, we strive to keep your investments in line with both your evolving needs and prevailing market conditions.


Diversification and rebalancing are strategies designed to help manage investment risk. It does not guarantee a profit or protect against investment loss in declining markets.

Insurance Planning

Insurance Planning

Safeguarding your financial well-being is our top priority. Our insurance planning services are designed to protect you and your loved ones from unforeseen events such as disability, illness, or loss of life. We conduct thorough analyses of your existing coverage and offer recommendations to bridge any gaps. Whether you require life insurance, disability insurance, long-term care coverage, or other types of protection, we'll provide guidance to help you make informed decisions that align with your overall financial plan.

Business Planning

Business Planning

  • Buy Sell Agreement Funding: We provide strategic funding solutions to ensure a smooth transition of ownership in the event of retirement, disability, or death.
  • Qualified Plans: Our expertise lies in designing and implementing retirement plans, such as 401(k) plans and defined benefit plans, to maximize tax advantages for both employers and employees.
  • Executive Bonuses: Create performance-based compensation plans to reward key executives and attract top talent while minimizing tax implications.
  • Non-Qualified Deferred Compensation Strategies: Our flexible solutions provide supplemental retirement income for highly compensated employees and executives, with control over distribution timing and tax implications.

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