Business Details
Your Trusted Financial Advisers in Scotrun, PA
Savage Financial Group has been dedicated to empowering clients with strategic financial planning since 1989. Founded by Mike Savage, our team combines decades of industry experience with personalized guidance to help individuals navigate retirement planning, investment management, and estate strategies. As an independent financial advisory group affiliated with Raymond James, we leverage cutting-edge resources while maintaining a client-centric approach. Our expertise spans portfolio construction, income strategies, and cash management solutions tailored to individual goals. With a commitment to transparency and education, we provide weekly market insights and customized financial roadmaps.Our team's credentials include the ChFC designation and extensive media recognition, reflecting our dedication to excellence. Located in Scotrun, Pennsylvania, we serve clients nationwide through in-person consultations and digital communication. By prioritizing long-term relationships over transactional interactions, we aim to be a trusted partner throughout every stage of our clients' financial journeys. Our community involvement and board memberships further underscore our commitment to ethical stewardship and client advocacy.
Services
Financial Advisory
Retirement Planning
Investment Management
Estate Planning
Cash Management
Borrowing Strategies
Highlights and features
- We offer 35+ years of financial planning expertise since 1989
- Our team holds advanced credentials including ChFC designation
- Access to Raymond James' comprehensive research and investment resources
- Weekly market insights and educational content for informed decisions
- Personalized approach combining portfolio management with estate planning
Services
Financial Advisory
Our financial advisory services provide comprehensive guidance for wealth accumulation and preservation. We develop customized strategies addressing investment allocation, risk management, and long-term financial objectives. Clients receive ongoing portfolio monitoring and market analysis to navigate economic changes while maintaining focus on personal financial goals.
Retirement Planning
Specialized retirement planning services help clients prepare for financial independence. We analyze current assets, project future needs, and implement tax-efficient withdrawal strategies. Our approach considers Social Security optimization, pension planning, and sustainable income generation to ensure retirement resources last throughout life.
Investment Management
Active investment management services focus on strategic asset allocation and portfolio diversification. We conduct thorough market research to select appropriate investment vehicles while maintaining disciplined risk management practices. Regular portfolio rebalancing ensures alignment with evolving financial objectives and market conditions.
Estate Planning
Estate planning services help preserve wealth for future generations. We coordinate with legal professionals to establish trusts, wills, and charitable giving strategies. Our approach minimizes probate complexities and considers tax implications to ensure efficient asset distribution according to client wishes.
Cash Management
Cash management services optimize short-term financial resources. We implement strategic liquidity solutions that balance accessibility with competitive returns. This includes analyzing banking relationships, debt management, and emergency fund planning as part of comprehensive financial strategies.
People
Mike Savage
Financial Advisor
Mike Savage has provided financial guidance since 1989, holding the ChFC designation and Series 7/65 licenses. He contributes weekly market insights and appears on CNBC and Fox Business. With four decades of local community involvement, he serves on multiple nonprofit boards while managing client portfolios.
Questions
What financial services do you specialize in?
We specialize in retirement planning, investment management, estate strategies, and cash management solutions tailored to individual financial goals.
How do you help clients with retirement planning?
We create personalized retirement roadmaps considering income needs, tax efficiency, and sustainable withdrawal strategies to ensure financial security throughout retirement.
What investment approach do you use?
Our approach combines strategic asset allocation with ongoing portfolio monitoring, focusing on diversification and risk management to meet long-term financial objectives.
Do you offer estate planning services?
Yes, we provide estate planning guidance including trust creation, wealth transfer strategies, and charitable giving arrangements.
