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How does the advisor help clients – Key Takeaways:
SASSER INVESTMENT MANAGEMENT, INC. is a highly reputable financial firm that is dedicated to helping clients achieve their financial goals. The firm is committed to providing personalized and comprehensive financial planning and investment management services to a diverse range of clients. Here are the key takeaways of how the advisor helps its clients:
- Provides personalized financial planning services tailored to each client’s unique goals, risk tolerance, and financial situation.
- Offers expert investment management strategies to help clients grow and protect their wealth.
- Utilizes a holistic approach to create customized financial solutions that meet the specific needs and objectives of each client.
- Offers ongoing support and guidance to help clients navigate through changing market conditions and financial challenges.
- Employs a team of experienced and knowledgeable financial advisors, ensuring clients receive the highest level of expertise and service.
Facts and Insights
SASSER INVESTMENT MANAGEMENT, INC. has been in business for over 20 years, providing clients with exceptional financial services. The firm is known for its strong track record of delivering measurable results and its ability to adapt to the ever-changing financial landscape. Here are some facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 20+ years |
Financial Services Offered
SASSER INVESTMENT MANAGEMENT, INC. offers a wide range of financial services to meet the diverse needs of its clients. The firm’s services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
SASSER INVESTMENT MANAGEMENT, INC. serves a variety of clients, including individuals, families, and small businesses. The firm’s clients hail from different backgrounds and have varying financial needs and objectives. Whether you are just starting on your financial journey, planning for retirement, or looking to preserve and grow your wealth, the firm has the expertise to assist you.
Fees & Compensation
SASSER INVESTMENT MANAGEMENT, INC. operates on a fee-only basis, meaning that its advisors do not earn commissions from the sale of financial products. This provides clients with the peace of mind that the firm’s recommendations are solely based on their best interests and not on any potential commission. The firm’s fees are transparent and aligned with the clients’ success, ensuring a true partnership between the advisor and the client.
Background
SASSER INVESTMENT MANAGEMENT, INC. was founded in 1999 by John Sasser, a highly experienced financial advisor with over 30 years of industry experience. Over the years, the firm has established a strong reputation for its commitment to excellence and client satisfaction. The firm’s team of advisors and staff are dedicated to upholding these values and providing clients with the highest level of service and expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, SASSER INVESTMENT MANAGEMENT, INC. prioritizes transparency and disclosure, ensuring that its clients have all the information they need to make informed decisions. The firm follows all the regulatory requirements and has no disclosures or disciplinary actions to its name, further solidifying its commitment to integrity and honesty.