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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

Retiree Health Care Coverage Overseas

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

 

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Lifetime of Earnings

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Cash Flow?

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

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

Your Cash Flow Statement

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

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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