SARSI

Our comprehensive services offerings are structured to help clients achieve their objectives and financial independence. We consider the overall financial situation of the client including investment management, cash flow and debt optimization, risk management/insurance, asset protection, retirement planning, social security maximization, estate planning, non cash compensation analysis and tax planning. In addition, we also provide outsourced consulting/CIO services to relatively large investors... Unlike a number of financial advisors out there, we are only paid by our clients. We are a fee-only financial advisor. This is important because it preserves our independence. We are incentivized to work only for our client's benefit. Our fees are simple and straightforward and we discuss it with our clients upfront... As a fee-only financial planner our interests are aligned with those of our clients and we are a fiduciary to them. We do not sell products, we solve problems. Our clients..

Also known as: SARSI LLC

Primary location: New York United States