An advisor can play one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted guidance. It’s not surprising, then, that it can be incredibly overwhelming to find an advisor you trust and with whom you want to work for the long-term.
At Savaglia Investments and Planning, we want to make it easy for you to get to know us and understand how we can help you and your family. We are an independent, full-service financial planning firm that has been serving our Wisconsin community since 1999. We established our firm with the desire to help clients feel more confident about their finances and to work toward their greatest retirement dreams.
Who We Are
As an independent firm, we were established with a fresh perspective and a different approach to building client relationships. Rather than focus on selling products or serving as many people as possible, we take a more neighborly approach. 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.
Our firm is built on a solid foundation of exceptional customer service and in-depth financial planning knowledge. We are passionate about giving our clients an understanding of their financial life as they've never had before.
What We Offer
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 goal is to help people realize their retirement dreams and overcome the insecurities that come with taking this significant step. Through investment management, financial planning, and estate planning, we strive to provide long-term investment solutions for our clients that will help them achieve greater success in their retirement.
How We Work
As an independent firm, we offer an objective, unbiased approach to financial planning. We believe that financial planning is much more than investments, so we take a customized approach to creating plans that address every aspect of your financial life, goals, and dreams. Every person’s financial situations and goals are unique, and therefore they deserve a personalized approach to planning and investing. Through our customized personal approach, we listen, evaluate, and create individualized solutions for our clients with objectivity and high ethical standards.
And as we also understand that many investment objectives can change over time, we provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or protecting assets for future generations, we seek to provide the financial planning resources and ongoing management necessary to help you succeed.
Our personalized process has allowed us to build long-lasting relationships with so many clients. We’re proud to serve as a go-to resource and support system when someone has a question or faces a tough decision.
Who We Serve
Our clients are not who we would describe as the country club goers. Instead, they are self-made and have worked hard to attain their level of wealth. Many of our clients are teachers, firefighters, or similar types of workers who dedicate their careers to helping others.
Our clients come to us because they seek a professional who can help them ensure their hard-earned money works for them in return as they approach retirement. We believe that so many clients choose to work with us because of our sincerity and credibility. By coming across as knowledgeable and genuinely interested in their goals, we have developed strong, long-lasting relationships with so many people.
Why Choose Us?
Deciding when to retire is one of the most difficult decisions you will make in life. But you don’t have to make the hard choices alone. With a supportive team of professionals, we offer a broad range of financial planning services that help us develop a strategy customized to your goals.
Learn more about how we can help you by reaching out to us for a no-obligation conversation. I’m available at [email protected] or 414-768-1984.
Don Savaglia is the CEO of Savaglia Investments and Planning and a financial advisor with more than 20 years of industry experience. He is passionate about making an impact on the lives of his clients and helping them secure a confident future through retirement planning. He works closely with clients to develop a plan that is unique to each client’s financial goals, their desired retirement lifestyle, and the age at which they wish to retire. Learn more by connecting with Don on LinkedIn or visiting www.savaglia.com.