Services
Our Services
At Savaglia Financial Advisors, we take a comprehensive, team-based approach to financial planning. Our services are designed to work together—creating clarity, confidence, and a strategy that supports every stage of your life. From foundational planning to legacy preservation, our advisors collaborate as an ensemble to deliver thoughtful, personalized guidance.
Financial Planning & Investments
Your financial plan and investment strategy should work together seamlessly. Our ensemble of advisors collaborates to create, manage, and evolve your plan as your goals and life change.
Services include:
Comprehensive financial planning
Goal setting and long-term strategy development
Retirement planning and income strategies
Investment portfolio design and management
Rollovers, pension plans, and annuities
Tax-efficient investment strategies
Education planning
Small business retirement plans (401(k), SIMPLE IRA, SEP IRA, and more)
Ongoing monitoring and review
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Insurance Planning
Insurance plays a critical role in protecting your income, family, and long-term goals. As independent advisors, we help evaluate and implement coverage that fits within your broader financial plan.
Services include:
Life insurance planning and review
Disability income insurance
Long-term care planning
Medicare guidance
Review of existing insurance policies
Wealth-transfer insurance strategies
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Estate Planning
Estate planning ensures your wishes are clearly documented and your legacy is preserved. We coordinate your financial plan with trusted local attorneys to deliver a comprehensive, thoughtful approach.
Services include:
Legacy and wealth-transfer planning
Beneficiary review and coordination
Trust planning support
Collaboration with local estate planning attorneys*
Asset titling guidance
Charitable giving strategies
Estate tax minimization strategies
Ongoing reviews and updates
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*Legal Estate Planning services are provided in collaboration with our trusted Attorney partners, Melick Law and Karls Law, LLC.
Legal services offered by all members of Melick Law and Karls Law, LLC are non-affiliates of Osaic Wealth, Inc. Neither Osaic Wealth, Inc. nor any of its representatives may give legal or tax advice.
Tax Planning
Effective tax planning is proactive—not reactive. We help clients understand how tax decisions impact their broader financial plan and coordinate strategies accordingly.
Investment tax strategies
Tax preparation*
Tax projections*
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*Tax preparation and projection services are provided in collaboration with our trusted CPA partners, Goodwin Tax & Accounting
Tax services offered by all members of Goodwin Tax & Accounting are non-affiliates of Osaic Wealth, Inc. Neither Osaic Wealth, Inc. nor any of its representatives may give legal or tax advice.
Risk Assessment
Understanding and managing risk is essential to protecting your financial future. We evaluate potential vulnerabilities across your financial life and help identify strategies to reduce exposure.
Services include:
Portfolio risk analysis
Insurance and coverage gap analysis
Cash-flow and liquidity review
Debt analysis and reduction strategies
Employee benefits review
Social Security and Medicare analysis
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