The Sassano Financial Strategies Way
No matter where you are in life, your financial future is our highest priority. Our financial planning process is customized to each client’s goals, needs, and timeline so you get the support you deserve.
Schedule a CallEvery Sassano Financial Strategies Retirement Flight Plan Includes:
Your finances support the life you love, and can affect everything else. So it makes sense that at Sassano Financial Strategies we work with you on all parts of your financial plan through one central process. When clients ask, “Can you help with this?” our goal is be able to say, “yes!” as often as we possibly can. That’s the benefit of doing things The Sassano Financial Strategies way.
Financial Services
Our financial advisors at Sassano Financial Strategies can help you. Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.
Insurance Services
Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.
Estate Planning
Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.
A strategy based on your goals
Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.
Our Process
- Vision
- Assessment
- Strategy
- Action
- Ongoing Relationship
We offer services in these three areas
Your finances support the life you love, and can affect everything else. So it makes sense that at Sassano Financial Strategies we work with you on all parts of your financial plan through one central process. When clients ask, “Can you help with this?” our goal is be able to say, “yes!” as often as we possibly can. That’s the benefit of doing things The Sassano Financial Strategies way.
GROW
Prepare for retirement by putting your hard-earned assets to work.
- Annuities
- Asset Protection
- Charitable Giving
- College Funding
- Deferred Income Annuity
- Estate Planning
- Fixed Indexed Annuities
- Guaranteed Income Through Annuity Planning
- Immediate Annuity
- Income Planning
- Investment Planning
- IRA Legacy Planning
- IRA & 401(k) Assets and Planning
- IRA, 401(k) and 403(b) Rollovers
- Lifetime Income Planning
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
- Cash Needs Planning
- Critical Illness Insurance
- Final Expense Life Insurance
- Funeral Trust Insurance
- Health Care Planning
- Indexed Universal Life Insurance
- Insurance and Mortgage Solutions
- Life Insurance
- Living Benefits Insurance
- Long-Term Care Insurance
- Mortgage Protection Insurance
- Short-Term Major Medical Insurance
- Personalized Portfolio Management
- Tax Optimization Strategies
GIVE
Provide for the people and causes you care about the most.
- Income and Expense Analysis
- Inflation Plan
- Legacy Planning
- Longevity Protection
- Retirement Income Planning
- Retirement Income Strategies
- Safe Money Options
- Social Security
- Social Security Maximization
- Spousal Plan
- Tax-Efficient Strategies
- Trusts & Estates
- Wealth Management
- Wealth Planning
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 Location
The place to build your future is right down the road.
Boca Raton, FL 33433