Sasson Financial Group
Marty Sasson, LUTCF
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A disciplined approach, a comprehensive financial solution, and the security of a long-term relationship.
We use a disciplined consultative process to create customized, actively managed strategies and portfolios that help you meet your individual objectives while at the same time manage risk. Our investment process is centered on Strategic & Tactical asset allocation — your optimal combination of stocks, bonds, cash, and more specialized investments to provide growth and income at a level of risk you feel comfortable with.
Our approach also allows for seamless coordination with your existing advisor relationships — accountants, tax advisors, and lawyers — to ensure your investment, tax, and legal plans work together in today's complex financial environment.
We're committed to providing the highest level of service to you and your future generations. Daily monitoring of your portfolio and ongoing review of your long-term financial strategy allow us to anticipate and adjust for both market trends and economic conditions, and your changing needs and significant life events — to help you meet your financial goals at every stage of your life.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.