|
At Sattler Duban Capital Management, our goal is to assist the financial needs of our clients by working closely with them to help meet their personal and business financial objectives to build a path to financial independence. To that end, we begin with a process, not a product, and complete a full assessment of your current situation in each of the following twelve planning areas:
Investment Planning
Retirement Planning
Charitable and Gift Giving
Asset Protection
Debt Management
Business Planning |
Tax Planning
Estate Planning
Education Planning
Insurance Planning
Disability & Income Protection
Special Situations |
We have built a unique financial services environment with a group of CPAs and financial advisors that offers comprehensive financial services encompassing a holistic approach. Recognizing that each client is unique, we develop and customize our planning process specifically to each of our client’s needs. Our ultimate goal is to achieve the financial objectives of our clients by providing guidance and knowledge to help them journey down their path to financial independence.
View Our Team
Troy L. Sattler, CPA
Financial Advisor
California Insurance License # 0D53424
| 
