The expertise and experience to create, follow and implement a plan that will get you to your goals. Between our two principals we hold the designations of CFP, CPA, MBA and JD. We realize that trust is the most important element of your relationship with a financial planner. It is our goal for every client to feel the loyalty that is expected from your most trusted advisor.
We are Fiduciary Advisors and have a legal obligation to act in your best interest and to disclose all conflicts of interest. We leverage cutting edge technology to deliver top quality service and then pass on these efficiencies to our clients at a fair and affordable fee structure. Saposh & Malter has always believed that each client deserves the security of knowing for whom their investment manager is really working.
We are Fiduciary Advisors and have a legal obligation to act in your best interest and to disclose all conflicts of interest. We leverage cutting edge technology to deliver top quality service and then pass on these efficiencies to our clients at a fair and affordable fee structure. Saposh & Malter has always believed that each client deserves the security of knowing for whom their investment manager is really working.
Services
Harlan has been providing comprehensive financial planning advice for nearly 20 years. Upon completing his JD at Cardozo School of Law, Harlan went about developing a client centric financial planning practice that aligned client and planners interests.
At a time when planners still utilized an onerous commision based fee schedule, Harlan established Saposh & Malter as an independent registered investment advisor charging one transparent fee directly to the client.To this day, Harlan's goal is to provide complete and comprehensive financial planning advice to individuals and small business in a manner that provides long-lasting benefits and true value to his clients.
At a time when planners still utilized an onerous commision based fee schedule, Harlan established Saposh & Malter as an independent registered investment advisor charging one transparent fee directly to the client.To this day, Harlan's goal is to provide complete and comprehensive financial planning advice to individuals and small business in a manner that provides long-lasting benefits and true value to his clients.
Utilizing a wide range of professional expertise (CPA, JD, MBA, CFP), Saposh & Malter is able to bring together all aspects of financial planning when developing a financial plan for a client. All services are tailored to the requirements of each client.
They can be as extensive as a comprehensive financial plan, or limited in scope to the analysis of specific issues, such as estate planning, refinancing a home, life insurance needs, saving for a child's education, handling a divorce, or planning for retirement.
They can be as extensive as a comprehensive financial plan, or limited in scope to the analysis of specific issues, such as estate planning, refinancing a home, life insurance needs, saving for a child's education, handling a divorce, or planning for retirement.
Asset allocation should be the primary focus to developing a long term investment strategy. With the Saposh & Malter eMoney Portal you can link all of your investment, banking, credit card and loan accounts as well as track tangible assets like real estate in one easy to access portal. Once the portal is setup it will allow you and us to have a view of your entire financial picture at our fingertips 24/7 on your phone, tablet or desktop.
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