Retiring with confidence Minimizing your lifetime tax bill Not being afraid to spend in retirement Saying "I’m glad I did" instead of "I wish I would have" Maximizing experiences in this next phase of life Early retirement is your big goal

What’s the best path to get there?

Let’s design your roadmap.

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Tax-smart retirement income planning is our specialty.

7 Saturdays Financial is a full-service wealth management firm based in Dallas. We leverage technology to serve families nationwide.

Our core focus is helping high-performers retire with confidence and make the most of their “7 Saturdays a week”.

Independent advice. Flat-fee. No commissions, no BS.

Who we serve best:

Retired or approaching retirement

We specialize in retirement planning and our expertise is focused in this complex area.

Diligent savers

Through years of saving and disciplined investment, most of our clients have accumulated a nest egg of $500,000+

Value professional expertise

Our clients understand how important their retirement plan is and they value expert guidance to avoid costly mistakes.

Does this sound like you?

SCHEDULE A CALL

Key Planning Areas:

You’ve heard the phrase “cash is king”, right? Well in retirement, cash FLOW is king. You need an income plan that outlines exactly how you’ll turn your assets into income, and coordinates portfolio withdrawals with other sources like Social Security, pensions, and annuities. You can’t rely on “one size fits all” guidance like The 4% Rule if you want to get the most out of retirement.

Together, we’ll design a strategy that helps you avoid BOTH types of financial plan failure:

1) Overspending and running out of money or

2) Underspending and leaving behind millions more than you desire.

Taxes will be one of your largest expenses in retirement. While you have to pay everything you owe, you don’t have to leave a tip!

We’ll look for opportunities to reduce your lifetime tax bill through strategies like tax-smart withdrawals, Roth conversions, and tax-loss harvesting.

The 7SF investment philosophy is based on Nobel Prize-winning academic research and decades of empirical evidence.

We start with a low-cost, total market framework that includes investments across all major asset classes, in many countries across developed and emerging markets. Where possible, we emphasize securities in parts of the market where research has shown higher expected returns. We emphasize a long-term, disciplined perspective and do not attempt to time the markets or predict winners or losers. This “boring” approach ensures we have the highest odds of achieving your goals.

We’ll handle rebalancing your accounts and deploying/raising cash as needed. After all – you’ve got better things to do!

If your financial plan is a car, insurance is the airbags. We’ll review your needs for life, disability, and long-term care insurance. We’ll also examine your home, auto, and umbrella insurance needs.

By the way, 7 Saturdays Financial doesn’t sell any type of insurance. We have established relationships with trusted brokers and can coordinate shopping for policies if they make sense in your plan.

Estate planning, employee benefits guidance, pension claiming decisions, tax-efficient charitable giving, debt strategies, the list goes on…

If it’s part of your life and it has a dollar sign, we want to help you make smart decisions.

SERVICES AND FEES

What Others Are Saying

 

What’s different about 7 Saturdays Financial?

No product sales, no commissions.
Not affiliated with any banks, brokerages, or insurance companies. We are not limited to certain products or archaic pricing models, have no corporate overhead, and have the freedom to provide fully customized solutions.
Price is based on service provided, not portfolio size. Flat-fee reduces the conflicts of interest embedded in legacy pricing models like Assets Under Management (AUM) and commissioned sales. Also, we can advise on held-away assets like 401(k)’s, real estate, and cryptocurrency.
We believe everyone deserves access to high-quality financial advice regardless of their current investable assets or income.
We leverage technology to enhance the customer experience and deliver massive value at a lower cost. Onboarding is paperless, data is transferred through a secure portal, and we serve clients anywhere via video conference.
Instead of focusing only on investments or insurance, we evaluate your entire financial ecosystem across dozens of planning areas.

What’s different about 7 Saturdays Financial?

(Tap on each square to learn more)

No product sales, no commissions, no kickbacks, no BS.

Not affiliated with any banks, brokerages, or insurance companies. We are not limited to certain products or archaic pricing models, have no corporate overhead, and have the freedom to provide fully customized solutions.

Price is based on service provided, not portfolio size. Flat-fee reduces the conflicts of interest embedded in legacy pricing models like Assets Under Management (AUM) and commissioned sales. Also, we can advise on held-away assets like 401(k)’s, real estate, and cryptocurrency.

We believe everyone deserves access to high-quality financial advice regardless of their current investable assets or income.

We leverage technology to enhance the customer experience and deliver massive value at a lower cost. Onboarding is paperless, data is transferred through a secure portal, and we serve clients anywhere via video conference.

Instead of focusing only on investments or insurance, we evaluate your entire financial ecosystem across dozens of planning areas.

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