Loading ...Welcome to our web site. Here you can learn more about current financial issues, tax planning, investment strategies and other matters. You can also learn about our firm and background and how to contact us.
Picking the right firm to help with your financial planning can be challenging. You want a firm that has experience, knowledge, and innovative strategies.
Our firm provides financial and legal advice, along with on-going implementation, to high net worth individuals to optimize their personal and business resources. Our client base includes executives of major corporations, entrepreneurs, private business owners, professionals, retired individuals and individuals with inherited wealth.
Financial planning: is our analysis of your resources in light of your goals to recommend the appropriate investment, income and estate tax, cash flow, debt, and insurance strategies.
Implementation: is our work with you to locate money managers or establish mutual fund portfolios, advise on stock option exercises, plan to minimize income taxes, organize your cash flow, structure appropriate use of debt, help purchase optimal insurance, advise on estate planning and review real estate transactions.
Legal: is our work in preparing income tax returns, drafting estate plans, negotiating and closing real estate transactions, negotiating employment agreements and business sale agreements, and forming small businesses and private charitable foundations.
Our firm has access to a vast network of professionals, money managers, mortgage brokers, insurance professionals and other advisors. This allows us to maintain the highest level of quality control over our work and to apply the most relevant and timely ideas and information.
As stated above, the other headings provide more information on our firm, our approach and our services, as well as information you can use for your own financial planning. (Please see site navigation for questions on the headings.)
Please contact us for more information. We look forward to working with you.
Email: steven@sab-esq.com • Business Card: Download/Add