SAS Financial Advisors, LLC is a Registered Investment Advisory firm based in San Francisco, CA. We are fee-only (i.e. no commissions) and provide both investment management and financial planning services.
Specific services we provide include, but are not limited, to:
- Investment Management for Individuals and Trusts (including ESG)
- Retirement Planning and Retirement Planning Income Distribution
- Cash Flow Analysis
- Strategic Planning for Employee Stock Options, Restricted Stock, RSUs, and other forms of Equity Compensation
- Analysis of Risk Management (Personal and Property and Casualty Insurance)
- Analysis of Employee Benefits
- Estate Planning Basics (We do not prepare estate planning documents)
- Planning for Home Purchase, Mortgage, and Debt Management
- Saving for College
- Social Security and Medicare strategy analysis
- Tax Implications (Intergenerational, Charitable, and lump sum event windfalls)
