Safran Wealth Advisors, LLC

Safran Wealth Advisors is a fee - only wealth management and financial planning firm, founded to provide expert financial guidance to successful and high net worth clients. Our approach is holistic, diagnostic and solutions based. We recognize each client is unique, and we work closely with you to understand your entire financial situation. We help you meet your life financial goals by placing your interests first, and delivering expert, unbiased advice. We work with many types of clients, from single individuals to small families to multiple generations, sharing a common goal of achieving financial success. We also have a specialty in assisting our clients with pre-retirement decisions and retirement distribution planning. As a fee only firm we receive compensation only from you, our client. As a fiduciary, Safran Wealth Advisors acts in your best interest only disclosing any conflicts of interest. Engaging Safran Wealth Advisors allows you to breathe a sigh of relief, knowing we'll be there at every life decision. From managing a career transition or managing your portfolio,o sending your children to college or evaluating retirement life options. Safran Wealth Advisors can bring balance to the process and help you succeed in achieving your goals. We help you to: • Plan for specific needs by utilizing targeted planning approach. • Achieve your retirement goals by carefully assessing your current and future needs. • Develop your wealth by helping manage your cash flow. • Grow your wealth through portfolio management • Preserve your wealth and create retirement distribution strategies. • Measure your risk exposures by evaluating your insurance and recommending solutions. • Develop an estate plan to make sure your family needs and financial goals are met. • Minimize your tax liability by evaluating the impact of taxes on your financial decisions. At Safran Wealth Advisors our goal is to help you meet your financial life goals.