Boca Raton, Florida

Your future isn’t waiting and you shouldn’t have to wait for it. Reach out to us today and schedule some time with one of advisors.

Sassano Financial Strategies Location

The place to build your future is right down the road.

Boca Raton, Florida
6919 SW 18th Street Suite C200
Boca Raton, FL 33433
(914) 403-1011 Office Details Get Directions

What Can You Expect?

We’ve built a custom financial planning experience that meets you where you are.

  • A Values-Driven Financial Strategy

  • Solutions for Turning Assets into Income

  • Confidence about Your Retirement Future

  • Clarity to Make Today’s Decisions

We’ll plan for the whole journey, together

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.

Step 1

Discovery

  • Start with your goals & values
  • Establish what you need from an advisor
  • Map out your current financial picture
Step 2

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
Step 3

Implementation

  • Organize accounts to goals-based investments
  • Complete additional planning areas
  • Establish our plan for communication and connection