Saratoga Financial Group takes pride in serving individuals and families for their secure financial future, peace of mind and better quality of life. Through our team of knowledgeable and dedicated specialists, we deliver exceptional service to our clients when they need it the most…and always. We provide our clients financial stability in good and bad times. Saratoga Financial Group also focuses on saving money for businesses. We help businesses reduce expenses and obtain substantial federal tax incentives that would otherwise go unclaimed. We can even go back and recover tax incentives that are rightfully yours! We have highly specialized expertise and are able to help businesses in different industries. We also provide valuable audit services to help reduce credit card processing fees, property taxes, waste and recycling charges and much more!
Diversifying your retirement assets among a variety of insurance and investment vehicles depending on what is appropriate for your situation.
Provide benefits should a qualifying terminal, chronic or critical illness or critical injury occur. Realize your desire to have an income that you cannot outlive.
Even If you don’t save, the education you have been hoping to provide for your children is within reach provided there is some pragmatic financial planning.
Have peace of mind and stop worrying about a comfortable retirement. Take advantage of tax free plans so that your money grows and it is available to you when you need it most.
Leverage tax deferral strategies to reduce taxes paid during retirement – when you may be in a lower tax bracket.
Harness the power of annuities and mutual funds to earn steady income and tax free interest.
Businesses of all kinds can obtain substantial federal tax incentives for any major renovation costs incurred in the last ten years. Claim your money that rightfully belongs to you!
Businesses can reduce their credit card processing fees and increase profitability.
