Services
From our first client 5 years ago and continuing to this day, we focus on personal service for each client’s needs.
SAAS Enterprise Partners is a full-service investment advisor, with the goal of insuring all your financial needs are met. We have extensive experience and education in asset management, financial planning, accounting and law. Our goal is to leverage our expertise to help simplify your financial life while also maximizing your investment opportunities.
ONE-STOP FINANCIAL MANAGEMENT, WITH NO PRODUCT SALES We provide you with guidance concerning life insurance, annuities and other financial products, but we do not sell any products nor accept any commissions. At SAAS Enterprise we pride ourselves on a transparent approach to investing and fees: There is one fee for everything we do for you, and no surprise charges along the way. You will meet with your advisor on a regular basis and that advisor will make your investments. Your personal advisor is the decision-maker and can answer any of your investment questions.
Investment Management
Listening has always been a critical element in our success in managing each client’s investment portfolio Once we understand your specific financial needs and goals, we design a customized portfolio to meet your return objectives. As your advisors, we are responsible for every decision made in constructing your investment portfolio. We research the investments that are used to build the portfolio, craft the portfolio and monitor the portfolio. Finally, we offer performance reporting on the accounts on a schedule, and in a format, that best fits your needs.
Financial Planning
Our breadth of experience and technical skills enable us to assist families in building generational financial plans We view the relationship with our clients as a partnership. The cornerstone of this partnership is built on trust and transparency. At the beginning of our relationship, we work to have a comprehensive understanding of your current financial picture and your long-term financial goals. Once we have a clear picture of your goals, we can develop a plan that includes all of your financial assets.
Estate Planning
Coordinating investment programs with estate plans and working with other professional advisors is an important service we provide to every client we serve Although we do not create estate planning documents, we do work with your attorney to advise and review your estate documents and options. We make sure your accounts are structured for optimal conveyance to your beneficiaries. We will assist you in planning intergenerational gifting strategies as well as charitable giving. Finally, we help your beneficiaries as they navigate the estate settlement process.
Tax Planning
Effective tax planning based on each client’s situation is critically important in maximizing investment results We work with your accountants to develop tax strategies and review your tax return and upon written request, we will provide tax and investment information to your accountants. Finally, we consider the tax impact of our investment decisions to maximize your benefit under the tax code.