Frequently Asked Questions
Answers to Common Questions About Our Services
Do you have any minimum investment or net worth requirements?
No, there is no minimum investment or net worth requirement. We are here to assist anyone who wishes to get financial control and succeed. We recognize that each person's financial situation is unique, and we are dedicated to helping individuals and families of all income levels to take control of their financial destiny and thrive. Whether you're just starting to save or have a high net worth, our team of licensed financial professionals can work with you to develop a customized plan that suits your specific requirements and goals.
How often will we meet and communicate about my financial plan?
It is vital that we evaluate and update your financial plan annually to ensure that it remains aligned with your goals and adjusts to any changes in your financial circumstances. Your personal needs and choices will determine the frequency of our meetings and communication. Still, we recommend meeting at least once a year to review your progress and make any required changes to your plan. Additionally, we will be available for any ad hoc meetings or calls as needed during the year to address any issues or concerns you may have. We will work with you to develop a communication schedule that meets your needs and keeps you informed and updated on your financial strategy.
What credentials and certifications do your financial advisors have?
Life and Health Licensed with one or more States in the US. We can also do business in Canada
How do you stay up-to-date on current market trends and changes in financial laws and regulations?
Staying updated on current market trends and changes in financial laws and regulations is vital to providing quality advice and service to our clients as a financial advising firm. We make it a point to attend continuing education classes, conferences, and seminars monthly to stay updated on the latest advances in the financial business. In addition, we subscribe to industry journals and newsletters and follow trustworthy financial websites and blogs. We also have a professional network of peers and experts in the sector, enabling us to be informed and updated on the latest market trends and legal changes. In addition, our organization has an internal compliance and legal team in charge of monitoring and keeping the entire team up to date on any new regulations or legislation. This guarantees we can present our clients with the most up-to-date and accurate information and guidance to help them reach their financial objectives.
Can you provide educational resources or workshops to help me understand my finances better?
Financial education is the cornerstone of wealth. As financial advisors, teaching and empowering our clients to understand their finances better is a vital part of what we do. An educated customer is an empowered client, and we are devoted to helping our clients better understand their money. We offer a variety of educational resources and workshops to help our clients improve their financial knowledge and understanding. These materials may include fact sheets, pamphlets, online tutorials, webinars, and seminars on various financial issues such as budgeting, saving, investing, retirement planning, tax planning, and many more. We also provide one-on-one sessions for clients who prefer a more personalized approach. Our team of financial advisors is always accessible to answer questions and give direction to help our clients accomplish their financial objectives. Please let us know if you have any specific questions or topics you'd want to learn more about. We'd be pleased to supply you with the necessary materials or schedule a meeting with one of our advisors to help you better understand your finances.
What People Are Saying About Us
Saaghe helped me set up my life insurance policy. She was attentive and answered all of my questions. She made the entire process a breeze! I would recommend her services.
Alexandria S.
Saaghe helped to educate me and provide protection for my three children. I will be forever grateful to her for her help. I recommend her services to anyone who needs a patient and caring Financial professional.
Janeth S.
I was not aware of what I didn’t know until I ran into Saaghe. She provided detailed financial education to me. I was able to provide basic protection for myself and my two little girls.
Thank you Ms Saaghe for walking me through all the steps.
Mary-Ann M.
Saaghe has made sure that our family is properly protected. What better way to help the community than start with your own family members. Thank you Aunty Saaghe for the financial education and guidance.
Kasah A.
