How Does Philip J. Sagan Financial Consulting, Inc. Help Clients?
Philip J. Sagan Financial Consulting, Inc. is a trusted and experienced financial consulting firm that prides itself on providing expert financial advice to its clients. With a focus on personalized, holistic financial planning, Philip J. Sagan and his team of advisors have helped numerous individuals and families achieve their financial goals.
Through a comprehensive approach, Philip J. Sagan Financial Consulting, Inc. assists clients in creating a financial plan that considers their unique goals, risk tolerance, and needs. This includes providing recommendations for investments, retirement planning, tax strategies, and estate planning.
Facts and Insights
Philip J. Sagan Financial Consulting, Inc. has been in business for over 15 years and has established itself as a trusted financial advisor in the industry. As of 2019, the firm manages over $200 million in assets and has a team of 5 experienced advisors ready to assist clients in achieving their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2019 | $200 | 5 |
Financial Services Offered
Philip J. Sagan Financial Consulting, Inc. offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment Management
- Retirement Planning
- Tax Strategies
- Estate Planning
- Life Insurance
Client Types
Philip J. Sagan Financial Consulting, Inc. caters to a diverse range of clients, including:
- Individuals
- Families
- Small Business Owners
- Retirees
Fees & Compensation
Philip J. Sagan Financial Consulting, Inc. operates on a fee-based model, meaning that the majority of the firm’s income comes from advisory fees charged to clients, rather than commissions on products sold. This allows for a transparent and unbiased approach to financial planning, as the firm’s advisors are not incentivized to push certain products or investments.
Background
Philip J. Sagan, the founder and CEO of Philip J. Sagan Financial Consulting, Inc., has over 20 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Financial Planning, and is a certified financial planner (CFP). He is also an active member of several professional organizations, including the Certified Financial Planner Board of Standards and the Financial Planning Association.
Financial Advisor Disclosures to Know
Philip J. Sagan Financial Consulting, Inc. prioritizes transparency and fully discloses any potential conflicts of interest to its clients. The firm has a clean record with no disciplinary actions taken against it.