Do I need a Financial Advisor?

Maybe. Maybe not. But you should have one in your phone contacts either way.

Why?

Think of your financial advisor like a primary care physician. Not every advisor specializes in every financial service. But, any (decent) financial advisor should be able to point you in the right direction. Just as a primary care doctor might handle the foundation of your healthcare services, they’re probably going to refer you out if you have a broken foot.

Most financial advisors take the same approach. Saratoga is built to help Gen X and Millennial clients. Our business is laser-focused on optimizing services for those clients. I’d s