Financial Planning for Every Stage of Life
SAS Financial Advisors, LLC is a San Francisco-based Registered Investment Advisory firm providing fee-only financial planning and investment management services to individuals, families, and professionals.
Looking at more than investments.
Financial planning can involve many interconnected decisions. SAS works with clients to consider areas such as cash flow, retirement planning, investment management, employee benefits, education planning, and other financial priorities as they relate to each client’s individual circumstances.
Planning based on your circumstances.
Each financial situation is different. Our planning process considers a client’s goals, resources, priorities, and financial circumstances when developing recommendations and discussing potential planning strategies.
Guidance Across Your Financial Life
Depending on your needs and circumstances, financial planning services may address a range of financial topics.
Investment Management
Portfolio management services considered within the context of each client’s broader financial circumstances.
Retirement Planning
Planning considerations may include retirement income needs, distributions, Social Security, Medicare, and other retirement-related decisions.
Equity Compensation
Planning related to employee stock options, restricted stock, RSUs, and other forms of equity compensation.
Cash Flow & Debt
Analysis of cash flow, home purchase considerations, mortgages, debt management, and related financial decisions.
Education & Family Planning
Financial planning may include college savings, family-related goals, employee benefits, and other long-term considerations.
Tax & Estate Considerations
Financial planning may include discussion of potential tax implications and estate planning considerations as they relate to your broader financial strategy. SAS Financial Advisors does not provide tax or legal advice or prepare legal documents. Clients should consult with a qualified tax or legal professional regarding their individual circumstances.
A More Personal Financial Planning Experience
SAS takes a collaborative approach to financial planning. Services and recommendations depend on the scope of the engagement and each client’s individual financial circumstances.
