Financial Planning

At Saratoga, we believe every client should have access to financial planning tools.

For decades, we’ve been leveraging technology and knowhow to bring institutional-level services within reach of retail clients.

Financial Planning Services

  • Focused Planning

    Financial planning and investment management covering a focused group of topics and strategies. Generally best for clients with less than $300,000 of investable assets or clients who have already reached retirement.

  • Full Planning

    Comprehensive financial planning and investment management that covers a wide range of topics and complex strategies. Generally appropriate for clients with over $300,000 of investable assets or complex planning needs.

Get Started with Saratoga

As for the future, your task is not to foresee it, but to enable it.

Antoine de Saint-Exupery