Philip J. Sagan Financial Consulting provides financial consulting services tailored to individual client needs. Services include tax planning, retirement planning, educational planning, investment planning, and portfolio management. The firm reviews economic conditions and evaluates client risk tolerance to determine appropriate investment allocations, typically using stocks, ETFs, and mutual funds.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Philip J. Sagan Financial Consulting does not charge a percentage of your portfolio. Instead, the firm charges an hourly rate for its services.
Loading...