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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

Your Local, Personal Financial Advisor........Tomorrow is the Reason "Why"

The Savaglia Team are your Oak Creek personal financial planners. 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

Helpful Content

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.


Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Bi-Weekly Payments

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

Your Cash Flow Statement

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

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Other Sure Thing

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

Exit Strategies of the Rich and Famous

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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