Your

complimentary

Retirement Roadmap

™

A 3-step process to help you evaluate our services and
make an informed decision about working together.

Tax Return
Analysis

Investment
Analysis

Retirement
Income

™

Your

complimentary

Retirement Roadmap™

A 3-step process to help you evaluate our services and
make an informed decision about working together.

Tax Return
Analysis

Investment
Analysis

Retirement
Income

™

We’re Retirement and Tax Planning Experts and Do Our Best Work With:

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™

A 3-step process showing you how to
lower taxes, invest smarter, and maximize retirement income.

STEP #1: Schedule an Intro Meeting

A quick 30-minute intro meeting will give us both a chance to make sure your situation matches our expertise.

Just like you wouldn’t see a podiatrist for a heart issue, it’s important to work with the right type of professional for your needs.

Schedule Your Intro

STEP #2: Discovery Meeting

The next step is a more in-depth meeting, either in the Dallas area or virtual. Prior to this meeting, we’ll ask you to securely upload several important documents so we can understand your situation. Data security is of utmost importance to us – feel free to redact any sensitive information like Social Security numbers, account numbers, etc.

During this 1-hour meeting, we’ll do a deep dive on your retirement goals, needs, and concerns.

⌛ Please allow 2 weeks for us to complete our analysis 

STEP #3: Review Roadmap

With your Retirement Roadmap™ complete, we will have another 1-hour meeting to review our findings and recommendations.

In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.

Think About It!

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will part ways as friends. There is never a hard-sell or pressure to say “yes.”

Meet the 7 Saturdays Financial Team

About Us

Meet the
7 Saturdays
Financial
Team

About Us

We’ve been working with Allen since he started 7 Saturdays Financial. It has been an outstanding experience from the beginning and continues to be! Allen’s knowledge of all aspects of financial planning is impressive. His answers to questions are concise and easy to understand. He has established a highly organized system to guide our financial goals. And maybe more than anything Allen understands and values the importance of family in all our decisions. We are beyond thankful that we connected with Allen and look forward to many years working together.

– Dan A.

Disclosure: 7 Saturdays Financial has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Ready To Get Started?

Schedule Your Intro Meeting Here!

Still Have Questions? Keep Reading…

You should consider hiring our firm if you want to:

  1. Turn your nest egg into a reliable paycheck in retirement.
  2. Lower taxes and keep more of your hard-earned money.
  3. Improve after-inflation returns and reduce portfolio risk.
  4. Spend more of your time doing the things you love in retirement.
  5. 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.

There are three important things about our firm that separate us from others:

  1. 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.
  2. 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.
  3. 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.

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.

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.

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.

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.

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.

Great question! We wrote an article about that topic along with our answers. You can read it here.

Step #1: Schedule Your Intro Meeting

NOTE: We intentionally limit our Intro Meeting availability to ensure we provide a high level of service to current clients.

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