SAP Financial Group - Laguna Hills
"Scott A. Plamondon Managing Partner at SAP Financial Group helps people properly plan to achieve financial security so they may live with peace of mind."Over 2 decades of serving clients with wealth preservation, accumulation, and planning. We take a holistic approach to every individuals goals for financial health.
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Business Operation Hours
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Monday
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8:00 AM to 6:00 PM
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Tuesday
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8:00 AM to
6:00 PM
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Wednesday
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8:00 AM to 6:00 PM
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Thursday
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8:00 AM to 6:00 PM
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Friday
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8:00 AM to 6:00 PM
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Saturday
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Closed
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Sunday
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Closed
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Additional Information
Creating a financial plan is the first thing you need to do if you’re serious about reaching your retirement goals. Once you have a strong financial plan in place, it’s a lot easier for you to grow and manage your assets. In this industry you can expect to pay additional fees for financial planning services, or you might not even receive them at all depending on the company you’re working with.
Here at SAP Financial Group we will provide you with sound financial planning as a part of your overall retirement income planning services. Once we can have created a financial plan that is custom tailored to your needs and goals, we can easily and effectively manage your assets to meet them.
Once you become a member of the SAP Financial Group family you are going to be able to utilize our professional financial planning services. We will assign you a dedicated financial advisor that will only have your needs in mind. Your financial advisor will help you analyze your current financial situation and get an idea of your goals and objectives.
Once we have your goals and an overall idea what your current financial situation looks like we will then create a program to help you attain the levels of income and wealth preservation you need for retirement.
One of the biggest mistakes people make when planning their own retirement is that they tend to underestimate their lifespan and minimize their risk of outliving their assets. With today’s current levels of science, nutrition, and medicine is extremely possible that more than half of the population will outlive the “average” life expectancy.
Your retirement income plan needs to take this into account. A good retirement income plan will plan out your living expenses well into your 90s or longer. You always need to plan for the possibility that you will live a lot longer than you think.
Product and Services
Life Insurance, Annuity, Retirement Planning, Financial Advisor, Financial Planner, Wealth Management
Languages Spoken
English
Payment Options
Visa,Master Card,Cash,Check
Year Established
1991
