At Saddock Financial Partners we love what we do. Yes, we’re financial advisors, but the truth is we can offer so much more than advice or tax preparation. We’ve been in business for nearly four decades, and in that time we’ve learned that our client relationships are the most important aspects of our business. We...Read More

Every year around this time, business leaders across the U.S. are sweating thanks to Tax Day. Even if you have a professional who handles your finances and taxes, an audit is always possible. We even detailed some common mistakes that can trigger an audit in this February blog post. While the chances of an audit...Read More

Many great companies got their start with a hands-on approach. And business leaders are used to doing it all. Or at least they figure out how to do something if they didn’t already know how. But although hard work and passion will only carry your company so far, there will eventually come a point in...Read More

When seeking a financial advisor, you are essentially beginning a partnership. Even if you have some experience navigating finances, you are pretty much putting your business and its future in the hands of your new guide—which is why it’s crucial that you partner with an advisory team you trust. Cultivating trust is one of the...Read More

Business valuations are no simple task, there are lot of areas to cover and many aspects to consider. While some business owners try to take on this project themselves, we don’t recommend it. You may miss some important things that could end up costing you big. However, we do believe and encourage all of our clients...Read More

2019 is just another chapter of the Digital Age we’re living in. And with this age of great technological breakthroughs and accessibility, it’s easy to forget just how big of a deal some of our devices really are. With online banking, cash apps, and notes that sometimes store passwords and important info at our fingertips,...Read More

Tax season is upon us. And while crunching numbers and sitting down to prepare your tax return can be stressful, we’ve come to find that most people are actually worried about mistakes that could trigger an audit. However, we have a few items to keep in mind to keep your IRS anxiety at bay. Before...Read More

Many business leaders think they only need a business valuation if they’re looking to sell their business, but if you ask us we say it’s a good idea to have one handy at all times. In fact, if you want to cover all your bases, we recommend an annual business valuation. Knowing what your business...Read More

Finding the right loan to secure the capital you need for business growth can be challenging – and dangerous – if you don’t know what to look out for. It can be easy to be blinded by the promise of future success when trying to grow your company. But as you embark on your growth...Read More

Your life’s work deserves asset protection and a well-thought-out strategy. Therefore, to keep your estate plan safe, here at Saddock Financial Partners, we’ll reduce your exposure to income taxes and steer you clear of unforeseen pitfalls. Although we can handle the heavy lifting, we always like for our clients to have the opportunity to be...Read More