Financial Planning

The principles of Sangam Investments posses more than 20 years of combined experience of helping clients achieve financial security.
Financial security is a common goal that most investors share. However, having the discipline and dedication to both quantify and execute the process needed to achieve financial security is anything but common. At Sangam, helping our clients clarify their own goals and then showing them how to get there is what we do every day.
Our process involves an interactive dialogue with each client, allowing our professionals to gather the information necessary to develop a customized and comprehensive financial plan specific to a client’s unique needs. 

Each plan incorporates:

  • Current and future budget analysis
  • Asset allocation and investment strategy
  • Tax strategy
  • Retirement and education planning
  • Estate Planning

Sangam then provides recommendations and a proposed implementation strategy. Once approved by the client, the financial plan is executed.