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

Placing all your money on your favorite horse is a gamble. If the horse wins, you win, but if it loses, you lose all the money you had riding on it. When investing your money, you don’t have to put all your money on one “horse,” or one asset. Instead, you can put your money...Read More

Estate planning is not just for the wealthy. Financial mastery is about mindful planning, no matter how large or small your estate is. You need your assets to go to the right people when you die (or should you become incapacitated). In either case, careful estate planning will prove to be a lifesaver. Estate planning...Read More

As a business owner, you simply cannot do it all. No matter how smart you are at what you do. You cannot be an expert in every area of your financial life. A personal CFO (or Chief Financial Officer) may just be the essential part that is missing. At Saddock Advisory, our team’s wealth of...Read More