At Saugatuck Financial we are driven by our mission: to help clients live lives free of financial stress. We partner with each client to create and implement a financial plan that integrates risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning -- all under one roof.
We take an individualized approach with each client and a comprehensive approach to financial planning. We encourage our clients to be active participants in choosing the strategies that are best for themselves and their families. By thoroughly educating our clients, we bring focus, efficiency and confidence to financial planning that, in turn, gives our clients true peace of mind.
We take an individualized approach with each client and a comprehensive approach to financial planning. We encourage our clients to be active participants in choosing the strategies that are best for themselves and their families. By thoroughly educating our clients, we bring focus, efficiency and confidence to financial planning that, in turn, gives our clients true peace of mind.
Services
In short, we provide a team committed to making your financial life easier and providing financial peace of mind. Successful people are decisive, take action, and know when they need professional advice. Our expertise allows us to efficiently narrow the universe of financial topics and potential solutions to what is relevant for each client.
We use a coordinated approach to ensure that planning elements are aligned and synergistic. We don't just create a plan that sits on a shelf, we guide clients through implementation as well. Our award winning team is capable of tailoring plans for the most complex financial situations. We view true understanding of our clients' values, motivations, and sensitivities as critical to the planning process.
Lou Nistico shares his thoughts on protecting your most important asset - your ability to earn future income - as a critical component to a comprehensive financial plan. Meet the Saugatuck Financial team. Justin Charise shares his thoughts on a recent Worth article about charitable giving strategies.
Justin Charise named to the Northwestern Mutual Forum (select group of advisors achieving the highest level of production and excellence). Justin Charise named among Northwestern Mutual's Top 10 National 5-Star Pathfinder Award Winners (The highest level awarded to advisors providing comprehensive financial planning).
Reviews (3)
Mohammed Musa Inuwa
Nov 10, 2021
Report
I was so lucky meeting an expert trading account manager like Mrs Karen She is so reliable, trustworthy and very honest. I was so scared of investing on bitcoin because I have heard a lot about scammers but I just had to try with Mrs Karen because I wasn't stable financially and today I have realize how interesting it is to be stable financially with the help of bitcoin and Mrs Karen who is always there for me..now you have made my life so beautiful you're the best manager I can recommend everyone to work with when it comes to Cryptocurrency trading, thank you Mrs Karen.. Contact her with this
Uwakima Akpan
Oct 04, 2021
Report
Words can't describe the wonderful work you did on my trading account, I am delighted I trusted you and give you a chance to help grow my $1000 into $12,000 in just a week, Mrs Lilian Wilson my family and I are forever indebted to you for the financial stability you brought to our home, I advice the entire public to invest with Mrs Lilian Wilson, contact via WhatsApp: +1 (315) 696-7425 Email: Lilianwilson220@gmail.com
Har Dey Olar
May 19, 2021
Report
EVERY BODY SHOULD PAY ATTENTION TO THIS, Donald Richard, a true professional, is Very Personable & Extremely Knowledgeable in FOREX TRADING INVESTMENT. He goes XTRA mile to understand his clients needs so that he can provide Just what is important to them... I highly recommend you all to him, He can help you trade your Bitcoin with out any lose, He helped me, You can reach him through WhatsApp:+1(817)440-7226 or Email: donaldrichardforextrader@gmail.com and thank me later.
