Our Services
Financial Planning
Retirement Planning
At Sabo & Associates, our 30 years of combined financial experience allows our team to provide personalized retirement strategies that prioritize your future. We help you with retirement income planning, wealth management, and creating sustainable, sensible retirement portfolios. Whether you're nearing retirement or just starting to plan, we use our expertise to ensure your financial independence. Our goal is to simplify the process and give you confidence in your long-term financial security.
Estate Planning
With decades of experience, Sabo & Associates helps you protect your legacy through expert estate planning. We will help to safeguard your assets while ensuring your loved ones are cared for, using strategies that include trusts, wills, and tax-efficient asset transfers. Our team guides you through the complexities of estate planning with a clear and effective approach, keeping your desires at the forefront of each decision.
Education Planning
Planning for education expenses is crucial in today’s world. At Sabo & Associates, we help families create comprehensive college savings plans, utilizing tax-efficient options. We simplify the path to financial preparation for education, providing you with tailored strategies to help meet future education goals without compromising your broader financial plan.
Insurance Planning
Insurance is an essential part of a well-rounded financial strategy. The Sabo & Associates team evaluates your personal and business needs to provide the best life insurance, disability insurance, and long-term care solutions. We focus on delivering peace of mind through comprehensive coverage, ensuring that your financial plan is secure against unforeseen risks.
Business Retirement Plans
For business owners, offering business retirement plans such as 401(k)s, profit-sharing plans, and other tax-advantaged savings solutions is essential for both retention and personal retirement. At Sabo & Associates, we combine our knowledge and experience to help you set up, manage, and optimize retirement plans for your company, ensuring they align with your business goals and provide necessary benefits to your employees.
Business Continuation Planning
Business owners face unique challenges, and ensuring the longevity of your company is a top priority. Sabo & Associates helps you with business succession planning, ownership transfer strategies, and risk management solutions that protect your business and ensure its future success. Our planning process is designed to ensure that your business can continue to thrive, even through ownership transitions or unforeseen challenges.
Employee Stock/Options
Employee stock options and equity compensation plans are powerful tools for both talent retention and wealth building. At Sabo & Associates, we guide business owners and employees through the complexities of stock option plans, offering strategies to maximize value while managing taxes and regulatory compliance. Our approach ensures that your employee benefits work effectively, helping you attract and retain top talent while creating long-term value for your company.
The Sabo Service Standard
The Sabo Service Standard is our commitment to you, our valued client. As your dedicated financial advisors, we are committed to delivering a personalized plan that aligns with your unique goals.
We promise to provide the knowledge, clear communication, and expert guidance necessary for you to make informed decisions about your financial future. Alongside this, we seek to provide outstanding personal care that you can rely on. Your success is our priority, and we are here to support you on your financial journey.
