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 email@example.com
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
For homeowners who think their property taxes are too high, there are ways to appeal.
Do your insurance needs stay the same when the nest empties?
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are a few things to consider when buying or leasing your next vehicle.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you have causes that you want to support with donations? Here are three tips.
What does your home really cost?