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SAS Advisors Inc.
The pursuit of meaningful goals is something we all share, whether you’re planning for retirement, education, buying your dream home, addressing health care needs, or leaving your legacy for the next generation. Simply put,
it’s my job to help you determine, plan for and achieve those goals.
“It’s not how much money you make,
but how much money you keep, how
hard it works for you, and how many
generations you keep it for.”
– Robert Kiyosaki
Asset Allocation & Risk
Our organization prides itself on providing full-service retirement planning to Westtown, PA and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated plan.
Asset Maximization
Our main objective is to assist clients in navigating today’s complex marketplace to accomplish their investment aspirations and goals. The recommendations you’ll receive are custom-tailored to you, factoring in your risk tolerance, time frame, and income specifications.
Legacy Planning
Legacy planning is one key element of any successful retirement plan and helps ensure that your legacy carries on to help your loved ones, and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use, or transfer your wealth to beneficiaries.
Income Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At SAS Advisors Inc., we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.
Social Security
We help our clients develop a clear understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with a plan on exactly how you will rely on your benefits.
SAS Advisors Inc. and Gradient Insurance Brokerage are not affiliated with or endorsed by the Social Security Administration or any government agency.
Tax Strategies
One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We’ll help you customize a retirement plan that is able to take advantage of any possible tax credits and deductions.