Your financial goals aren't just about numbers in an account.
They represent real life.
We believe in a holistic approach, advising our clients on all elements of their financial well-being.
Our leadership team are CPAs who help our clients make smart, fully-informed decisions regarding their financial future.
FROM OUR BLOG
5 min read
Comprehensive Financial Planning: Seven Elements to Address
Apr 26, 2024 by Eric Sachetta
Navigating the uncertainties of life can be challenging, but with comprehensive financial planning, you're not just...
5 min read
Selling Your Primary Residence? How to Exclude Your Gain From Tax
Apr 26, 2024 by Joseph Sachetta
Is there any chance you’ll sell your home soon? If so, maximizing your Section 121 exclusion needs to be part of the...
4 min read
Value Investing: Principles and Practices for Long-Term Success
Mar 22, 2024 by Stephen Ahern
"What gives you opportunities is other people doing dumb things." That's how Warren Buffett, a famed value investor,...
Comfortable, holistic financial services that support who you are and where you want to be.
When your financial planner and your accountant work together, you can expect more comprehensive recommendations. At Sachetta, our advisors are CPAs, and they are considering your full financial picture every step of the way. Learn more about our approach to helping you reach your financial goals.
Fine Answers Podcast
At times it seems like the financial world is detached from reality. But whether we like it or not, money dictates our entire life.
Fine Answers aims to bridge that gap by discussing money tips
and tricks, best practices for success and the psychology behind it all.
The answers won’t be great…but they’ll be fine.