Let Our Experienced Financial Advisors Help You Enjoy The Dream of Retirement Income
Your financial security is about more than investments. We help you live your values and trust your future, planning every step of the way.
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Planning for your future starts today.
By making the leap and reaching out to Sassano Financial Strategies, you will kickstart planning for your future.
We guide your journey
We act as your guide throughout your financial planning journey.
Independent & product-agnostic
We are not bound to particular products.
Solutions built around you
We’re focused on finding the solution that is best for YOU.
Advice that starts with understanding you.
Your wealth is the result of your hard work and dedication to what matters most.
Too often, financial advice misses the person being advised. We seek to understand what money means to you and support your life well lived.
See How We Plan
Start By Knowing Where You Are
Knowing your Financial Profile can help you decide the next steps on your wealth journey.
Don’t know where to begin? Start by understanding where your current plan is strong and where there’s opportunity for improvement.
Know your profile
Get a clear snapshot of assets, liabilities, cash flow, and protection—all in one view.
Spot your strengths
Validate what’s working: savings rate, debt strategy, investment mix, and risk comfort.
Find smart improvements
Reveal gaps and prioritize high-impact next steps to move your plan forward.
Who Is As Critical As What.
We treat you like part of our family so you can focus on what matters most.
Our advisors believe that you’re worth more than your wealth, and we’re committed to treating you as such. Sassano Financial Strategies take pride in helping lead families into their financial future.
What Can You Expect?
We’ve built a custom financial planning experience that meets you where you are.
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A Values-Driven Financial Strategy
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Solutions for Turning Assets into Income
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Confidence about Your Retirement Future
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Clarity to Make Today’s Decisions
The Sassano Financial Strategies Way
The Sassano Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
Sassano Financial Strategies is about Family
Helping people like you find your financial independence has been our passion for over 30 years.
Contact Us Today
How to Create the Foundation for a Tax-Free Retirement—Without Any Additional Financial Outlay
Don’t know where to begin? Start by understanding where your current plan is strong and where there’s opportunity for improvement.
What You’ll Learn in This Training
- How to protect yourself from rising taxes and persistent market volatility.
- Why chaos and uncertainty may plague those who rely solely on traditional financial instruments.
- Five reasons market volatility is likely here to stay—and what that means for your plan.
- The key factors pushing Americans to challenge conventional advice.
Sassano Financial Strategies Location
The place to build your future is right down the road.
Boca Raton, FL 33433