Estate planning is a cornerstone of a strategic financial plan. While it often doesn’t take the same kind of precedence as saving for retirement or your child’s education, estate planning should not be overlooked when setting long-term financial goals.  An expert financial advisor is your best resource for sifting through the many decisions and details...Read More

We refer to financial goals as investments, savings, and targets for spending. Financial goals are put in place for you to make achievements over the short, mid, and long-term. We determine our goals by our current stage of life, but no matter what, it is paramount that we have goals of some kind.   Add...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 Advisory, 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 informed....Read More

It’s not unusual for high-net worth investors to pass on their Social Security. It seems to be especially commonplace to believe these benefits are insignificant when compared to other assets. However, the truth is that when done correctly, Social Security payments could be an integral tool in retirement and estate planning.   What’s the Big...Read More