Savaglia Investments and Planning
Financial Advisors in Oak Creek, WI
As financial advisors located in Oak Creek, WI, we specialize in financial planning and retirement planning. We provide our valued clients with confidence in their financial well-being, and comfort during life's uncertain times. We work with our clients toward achieving their retirement goals.
Our personal financial planners work with you, in a team environment, to develop a strategic and customized financial plan to help you meet your goals, and to plan for your ideal retirement lifestyle. The Savaglia Team also provides quality investment management advice. We create, review, and help you maintain a healthy investment portfolio.
Trusted in the community, the Savaglia Team prides itself on accessibility, and our willingness to answer your questions when you need answers. We use cutting-edge industry tools, and provide daily monitoring of your accounts and a unique road map for your retirement. Most of all, we put you and your loved ones first.
Contact us today for your complimentary consultation.
* Looking to join our team? Feel free to send your resume to email@example.com
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Four vacation destinations you might never have thought of.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Do you know where the idea of “retirement” comes from?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
An inside look at how marginal income tax brackets work.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Smart investors take the time to separate emotion from fact.
Here’s a crash course on saving for college.
$1 million in a diversified portfolio could help finance part of your retirement.
What is your plan for health care during retirement?
With alternative investments, it’s critical to sort through the complexity.
In life it often happens that the answers to our most pressing questions are right in our own backyards.