SANTORO FINANCIAL GROUP
Santoro Financial Group provides its private clients with solutions to preserve and grow capital safely while reducing the tax erosion on family wealth. Using a sophisticated holistic planning approach we ensure each client has financial clarity and certainty in their plan.
WHO WE WORK WITH
OUR PROMISE TO YOU
Using our proven process, we get to know you and introduce you to our services. We take the time to listen, helping you to identify and clarify your goals. From our discussions we often uncover opportunities as well as gaps in your planning. We add value by focusing on new or missed opportunities and closing the gaps in your plan.
We will discuss both traditional and alternative strategies to help you grow your capital, mitigate risk, and reduce the tax erosion on your wealth.
Your personal goals are the foundation of our discussion. Together we work with you to make decisions based on the facts, put an action plan in place, and follow up to make sure the plan is implemented and monitored. Our approach brings you clarity and our recommendations are presented in a transparent and simplified way.
Our mission is to help our clients create extraordinary lives, to provide the most thoughtful service experience possible, and to positively impact our community.
WHO WE ARE
He patiently and clearly went through the different options for life insurance and helped us figure out how life insurance could be more than just insurance but in fact a great investment vehicle.
He takes the time to fully explain options and tailor solutions to meet our needs.
Great, timely responses and service!