Your
complimentary
Retirement Roadmap
™
Our process to help you evaluate our services and
make an informed decision about working together.
Reduce
Taxes
Invest
Smarter
Maximize
Retirement Income
™
Your
complimentary
Retirement Roadmap™
Our process to help you evaluate our services and
make an informed decision about working together.
Reduce
Taxes
Invest
Smarter
Maximize
Retirement
Income
™
Aged 50+
Retirement investors age 50+ who are retired or close to it.
$750,000+
Diligent savers with investments over
$750K (excluding real estate).
Value Professional Expertise
People who understand how important their retirement plan is and value expert guidance to avoid costly mistakes.
Your Complimentary Retirement Roadmap™
One conversation. One clear plan.
Ready For a Clear Plan?
Still Have Questions? Keep Reading…
Why Should I Consider Hiring 7 Saturdays Financial?
You should consider hiring our firm if you want to:
- Turn your nest egg into a reliable paycheck in retirement.
- Lower taxes and keep more of your hard-earned money.
- Improve after-inflation returns and reduce portfolio risk.
- Spend more of your time doing the things you love in retirement.
- Ensure your heirs have a trusted professional to lean on if something happens to you.
You can learn more about our expertise by checking out articles we’ve been featured in or reading our blog.
How Are You Different Than Other Financial Advisors?
There are three important things about our firm that separate us from others:
- We are retirement and tax planning experts for people aged 50+. Just like a Cardiologist would not perform knee surgery, we remain highly specialized to serve retirement savers in this complex area.
- We limit the number of new clients we take on. This allows us to provide unparalleled value and highly personalized service to the families that have entrusted our firm to help them.
- We determine the cost based on the complexity of your situation and your needs, not portfolio size. Legacy pricing models like %AUM often cause clients to overpay for financial services. We believe you shouldn’t have to pay more just because you have more. Here is an article that describes our reasons for taking a different path.
Most advisors have similar titles, designations, and service models. Many of us also work with similar vendors and custodians (e.g., Altruist, Schwab).
The fact that it’s hard to differentiate one advisor from another is EXACTLY why we offer a Complimentary Retirement Roadmap™.
If you think there is a potential fit between your needs and our expertise, the first step is to schedule a complimentary phone call.
Do You Have Any Client Reviews I Can Read?
7 Saturdays Financial has 10+ 
reviews, available at Wealthtender.
Understanding the experiences of existing clients is an important step in researching which professional to hire – whether that’s a doctor, a lawyer, or a financial advisor.
Can You Work With People in Other States?
Yes! We work with clients nationwide. We currently help approximately 30 families across 10+ states navigate retirement, reduce taxes, and invest smarter.
Our firm regularly meets with clients through Zoom video conferencing. We leverage technology such as secure file sharing portals and electronic signatures (DocuSign) to enhance client security and convenience.
How Does 7 Saturdays Financial Make Money?
It only makes sense to hire a financial advisor—or any professional—if the value they provide exceeds the cost.
In other words, the time and effort saved by hiring an expert + the tax savings and retirement plan improvements need to exceed the fees being charged.
The Complimentary Retirement Roadmap™ we deliver will quantify the benefits you will receive so you can make an informed decision about hiring our firm.
Our transparent fee starts at $12,000/year and includes ongoing retirement and tax planning + professional management of your investment accounts.
We are Fee-Only, which means we don’t receive any commissions or kickbacks from product sales. This is an important distinction to reduce the conflicts of interest in an advisory relationship.
Do You Offer an Hourly or One-Time Project Fee Option?
We do our best work with retirement savers who need (and want!) a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option.
Where Do You Hold My Investments and How Can I See Them?
For your safety and convenience, 7 Saturdays Financial uses Charles Schwab and Altruist as third-party custodians for our client investment and retirement accounts.
- Schwab administers more than $9.8 trillion in assets for more than 36 million accounts.
- Altruist is a growing, technology-focused custodian held to the same strict regulatory standards as other firms (Schwab, Fidelity, etc.)
We will recommend the best custodian for your needs as part of the onboarding process. As trusted custodians, Schwab and Altruist safely hold your investment accounts and provide reporting to you and the IRS each year. Your accounts can be viewed at any time on the custodian websites or through RightCapital, our advanced planning software.
What other questions should I ask ANY financial advisor I talk to?
Great question! We wrote an article about that topic along with our answers. You can read it here.
Step #1: Book Your Intro Meeting
NOTE: We intentionally limit our Intro Meeting availability to ensure we provide a high level of service to current clients.