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Coaches A Fruitful Retirement: Social Security Benefit Let's Chat From Boats to Brokers

Savaglia Investments & Planning
Your Personal Financial Advisor ... Milwaukee Financial Planning

Tomorrow is the Reason Why!

What do we do?  We help bring comfort and piece of mind to our clients by helping them reach their retirement goals!  We provide unique financial solutions to give you more confidence as you look to your future!

As your personal Financial Advisor, our top priority is helping you with investment management and retirement income planning. Our Advisors will work with you to develop a strategic and customized financial plan to help you meet your goals and ideal retirement lifestyle.  As your Milwaukee-based investment representatives, we are accessible and willing to answer your investment questions when you need answers. CFP certified financial planners on staff! 

Call us today for your free consultation and to network with our team! 

Trusted in the Community  ~  Daily Monitoring  ~  Cutting Edge Industry Tools & Knowledge  ~  Strategic Financial Advising ~ Always putting YOU first!

Individualized financial strategies

Guidance on every aspect of money management.

Learn about investing!

Communication and transparency.

We enjoy building trusted relationships that span generations.


Plan for retirement!

Your money and goals.

We’ll find the investments best suited for you and your goals.

Get to know our team!

Helpful Content

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.


Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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