Savage Financial Group

About Mike Savage

Mike Savage, the founder of Savage Financial, is a seasoned financial advisor with a passion for empowering clients to achieve financial clarity and security. With over years of experience guiding individuals and businesses toward their financial goals, Mike has a proven track record of success in:

• Retirement planning and accumulation
• Estate and charitable planning
• Investment management
• Cash and borrowing management
• Business planning and risk management

Our Services

We offer a comprehensive suite of personalized financial services designed to address your unique needs and aspirations. These include:

Retirement Planning

• Comprehensive plans for maximizing your retirement savings and investments
• Guidance on contributing to IRAs, 401(k) plans, and other retirement accounts
• Strategies for sustainable withdrawals in retirement

Estate & Charitable Planning

• Creating comprehensive estate plans such as wills, trusts, and power of attorney
• Minimizing estate taxes and charitable contributions
• Ensuring your financial assets are protected and distributed according to your wishes

Investment Management

• Customized investment portfolios tailored to your risk tolerance and financial goals
• Access to leading investment research and analysis
• Regular review and rebalancing of your portfolio to maintain optimal performance

Cash Management & Borrowing

• Comprehensive cash flow analysis and budgeting
• Strategies for managing debt and building financial security
• Tailored borrowing solutions to meet your specific needs

Business Planning & Risk Management

• Comprehensive business succession plans
• Risk assessments and mitigation strategies
• Financial planning for business owners and entrepreneurs

How We Can Help

We believe financial planning should be a collaborative process, tailored to your unique needs and aspirations. Our process involves:

1. Discovery: Understanding your financial goals, risk tolerance, and current financial situation.

2. Analysis: Evaluating your financial plan and identifying potential areas for improvement.

3. Plan Development: Working with you to create a customized financial roadmap.

4. Implementation: Assisting you with the implementation of your plan.

5. Review & Monitoring: Regularly reviewing your progress and making necessary adjustments.

What We Do

We strive to:

• Provide personalized, proactive financial guidance
• Deliver transparent and clear communication throughout the planning process
• Offer solutions that align with your values and aspirations
• Empower you to take control of your financial future