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Achieving Your Vision Is Our Goal… The Power of Dreams
Like most people, you have a vision of the future. Maybe you want to retire early so you can travel the world or possibly start a new business. Or perhaps you would like to assure that family members are cared for long after you’re gone. Whatever your goal might be, you can attain it if you can dream it, but only if you carefully design and commit to a comprehensive plan to make that dream a reality.
To help you succeed in attaining your goals, you want a financial advisor who is as passionate about your dreams as you are and someone who will take the time to get to know you. We understand the power of dreams and appreciate how difficult it can be and how important it is to make those dreams come true. At Sattler Duban Capital Management, we build long-term relationships by working one-on-one with you to help you discover and define your goals, and then we help you devise a plan to make sure you achieve everything you want.
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Our Financial Roadmap… A Comprehensive Process For Achieving Your Goals
Sattler Duban Capital Management provides you a structure towards achieving financial success. This is accomplished by establishing a process that we are committed to guiding you through in the following manner:
- In our initial meeting, we get to know you and understand your concerns as to what is important about your finances to you. Additionally at this meeting we collect your financial data and document your current financial picture. This is the start to your personalized financial roadmap.
- At our second meeting, we deliver a complete financial plan that includes presenting solutions and making recommendations.
- Depending on your financial needs, we continue to meet with you until these solutions are implemented and then going forward, we meet with you quarterly to keep you on track.
Financial Planning is a process, not a product. Without a comprehensive process and policy for managing your financial affairs, you may not know if you can realistically expect to retire comfortably, support your children’s educational needs, or achieve your other financial goals. A financial plan does not assure you will achieve all your goals, but it does allow you to gauge whether you’re on track and what steps you need to take to get there. Just going through this process often provides peace of mind.
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Retirement Planning… Plan Now For A Comfortable, Secure Future
A secure retirement may not be your only financial goal, but it’s a very important one for most people. At Sattler Duban Capital Management, we know what it takes to get you there. We can help you explore all of your options and help you set the course for a successful retirement by answering such questions as:
- When will you retire?
- What kind of lifestyle do you want to have during retirement?
- Are your goals realistic based on your current savings?
- What are your priorities and what are you willing to do to achieve them?
We can help you consider all of your retirement resources, from 401(k) plans and individual retirement accounts (IRAs) to Social Security and your taxable investment savings. Our goal is to design a comprehensive retirement plan that gets you where you want to go and sustain the lifestyle you desire through retirement.
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Insurance Services / Risk Management
Wealth management means planning for a long, productive life while also preparing for the worst. At Sattler Duban Capital Management, we can help you to identify your unique risks, analyze your current insurance coverage and customize a comprehensive solution that can help protect your family from life’s risks. We work exclusively with top rated insurance companies to make sure your investments are secure and will be there when you need them. Because we are not financially committed to any single insurance company, we are free to find the most optimum coverage at the best price to meet your needs. We specialize in the following areas:
- Life Insurance
- Disability & Long Term Care Insurance
- Health Insurance
- Business Protection
- Estate Planning
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Private Wealth Management
As trusted advisors to our clients, we have partnered with some of the top money managers in the nation to offer private wealth management services including wealth protection and transfer, fiduciary and charitable gift services, as well as banking, credit and customized socially conscious portfolio services. This partnership allows us to extend and ensure superior resources for the management of our client’s wealth.
Dedicated to private wealth management, we screen the investment process of our partners to ensure that they outperform benchmarks consistently across market cycles while minimizing volatility. We oversee the strategic asset allocation in order to optimize long-term performance, control volatility and ultimately achieve our client’s financial goals and objectives. At Sattler Duban Capital Management, we encompass all areas of wealth management and are grounded in decades of experience and expertise.
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Business Planning
Planning for the financial aspects of your business is just as important as personal financial planning. At Sattler Duban Capital Management, we work very closely with our affiliated CPA firm, Duban, Sattler and Associates to provide the following extensive business planning services to our clients:
- Business Continuation / Succession Planning
- Business Overhead Protection
- Buy / Sell Agreements
- Tax Planning
- Retirement Planning - 401(k), Profit Sharing, Defined Benefit, SEP, IRA
- Group Insurance Plans - Medical, Dental, Life, Disability
- Executive Benefits Planning
- Employee Benefits
As your trusted advisor, we will guide you through this planning process and the business decisions you will need to make. Having sound financial planning for your business will help to assure success for you and your employees.
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Estate and Trust Solutions… Protecting Your Legacy
It is never too soon to begin planning for the efficient transfer and distribution of your assets. Estate tax laws are complex, and how you manage your assets today will have a direct impact on your heirs. Some of our solutions include:
- Designing trust strategies to protect your estate from unnecessary fees and taxes
- Providing ongoing care for elderly parents or special-needs children
- Designing trust solutions to pass appreciated assets or a successful family business without burdening your heirs with potentially crippling tax liabilities
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We Are Your Financial Team
Sattler Duban Capital Management believes that the key to success lies in ongoing communication and constant evaluation of your goals and expectations. We have developed a team approach working closely with your advisors making sure that every piece of your financial life is working together seamlessly. With extensive independent resources, comprehensive wealth management models and proven investment strategies, we can keep you moving forward through every stage of your wealth management game plan.
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Investment Management
At Sattler Duban Capital Management, we are committed to finding the right investment for you. We match you with an investment platform that will fit your financial profile, but also suits your risk tolerance and achieves optimum returns. Your portfolio may include mutual funds, individual stocks, bonds, index traded shares, professional money managers and/or a combination of strategies. This diversification allows us to seek maximum returns based on the level of risk you are willing to assume.
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Your Trusted Advisor… Our Pledge To You
You can trust that Sattler Duban Capital Management will always be there when you need us and we will continually be working with you in pursuit of your goals. Since service is what we sell, you can count on us to:
- Work as your financial coach, always putting your interests first
- Educate you to ensure that you are comfortable with each of our recommendations
- Strive to exceed your expectations at every level of the relationship
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Fees
Our fees are based on your planning needs and our services are tailored to meet the financial advice you seek. It is important for you to have a clear understanding of how we are compensated for the work we do. We may be compensated in one or more of the following ways, but rest assured full disclosure and complete transparency will be strictly adhered to in connection with our financial agreement:
- Commissions – these are paid to us from the product sponsor
- Asset Fee - we charge an asset management fee for assets managed
- Fee of Service - either a flat fee or hourly consultative fee
- Combination of both commission and fee for service
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