Financial Planning

Where a retirement plan might look across broader aspects of your life, a financial plan dives deep into the monetary components of your plan. What are the costs and benefits of each component and how do they work together?

 Financial Planning Roseville CA

Our Financial Planning Process

We start by analyzing your budget and current cash flow.
We’ll then explore the financial components that relate to:
  • Education funding (college funding)
  • Insurance needs
  • Tax planning
  • Estate planning
  • Long-term care planning
  • Distribution strategy
Your Wealth Phase Will Direct Your Financial Planning Strategy 
Depending on what wealth phase you are in, your needs will change and we can help you develop a personalized and flexible strategy.
Whether you are in the wealth creation, wealth preservation or wealth transfer stage, Sutter Wealth Management strives to create an appropriate and personalized plan for you.

Comprehensive Financial Planning

We strive to create a comprehensive plan that may also include business planning, trusts, and charitable planning.

 

A Personalized Financial Strategy

We spend considerable time reviewing your current situation and what it will take for you to achieve your goals.  We put together an action plan for you to follow in pursuit of your goals in hopes that you can live life the way you want to live.
Would you like to talk through your plan with us or simply ask questions? Please give us a call.

 

We’re located in Roseville, CA just a short drive outside of Sacramento, CA.

 

Sutter Wealth Management
3500 Douglas Boulevard Suite 150
Roseville, CA 95611

 

Securities offered through Niagara International Capital Limited (NICL). Member FINRA/SIPC.  Advisory services offered through Great Lakes & Atlantic Wealth Management and Advisory Partners LLC (GLA), a registered investment advisory firm.  GLA and Sutter Wealth Management are not affiliated with NICL.