At Saugatuck Financial we are driven by our mission: to help clients live lives free of financial stress. We partner with each client to create and implement a financial plan that integrates risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning -- all under one roof.
We take an individualized approach with each client and a comprehensive approach to financial planning. We encourage our clients to be active participants in choosing the strategies that are best for themselves and their families. By thoroughly educating our clients, we bring focus, efficiency and confidence to financial planning that, in turn, gives our clients true peace of mind.
We take an individualized approach with each client and a comprehensive approach to financial planning. We encourage our clients to be active participants in choosing the strategies that are best for themselves and their families. By thoroughly educating our clients, we bring focus, efficiency and confidence to financial planning that, in turn, gives our clients true peace of mind.
Services
What We Do
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In short, we provide a team committed to making your financial life easier and providing financial peace of mind. Successful people are decisive, take action, and know when they need professional advice. Our expertise allows us to efficiently narrow the universe of financial topics and potential solutions to what is relevant for each client.
How We Work
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We use a coordinated approach to ensure that planning elements are aligned and synergistic. We don't just create a plan that sits on a shelf, we guide clients through implementation as well. Our award winning team is capable of tailoring plans for the most complex financial situations. We view true understanding of our clients' values, motivations, and sensitivities as critical to the planning process.
Media
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Lou Nistico shares his thoughts on protecting your most important asset - your ability to earn future income - as a critical component to a comprehensive financial plan. Meet the Saugatuck Financial team. Justin Charise shares his thoughts on a recent Worth article about charitable giving strategies.
Awards
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Justin Charise named to the Northwestern Mutual Forum (select group of advisors achieving the highest level of production and excellence). Justin Charise named among Northwestern Mutual's Top 10 National 5-Star Pathfinder Award Winners (The highest level awarded to advisors providing comprehensive financial planning).
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