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Coaches A Fruitful Retirement: Social Security Benefit It May Be Time for a Financial Checkup From Boats to Brokers

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 info@savaglia.com

Your Future

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.

Helpful Content

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

 

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Debt Stress

There’s a link between debt and stress.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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