Saugatuck Financial offers award winning financial planning, world-class financial strategies and platinum level client service. Our team of financial advisors, CFPs, and financial professionals provide comprehensive and objective planning, advice and strategy implementation for high net worth and emerging high net worth individuals, families, businesses and institutions. SF partners with each client to create and implement a tailor-made financial plans that integrate risk management, wealth management, tax strategies, estate planning and retirement income distribution planning-all under one roof. SF's advisors have been consistently recognized as being among the top advisors within the industry and their team takes pride in providing world-class strategies and platinum-level service to each client through their family-office approach to comprehensive planning.
Providing fee-only, independent financial advice to business owners and executives to help grow their business, maximize after-tax income, and align their own needs with passing on a legacy to their heirs. We uphold the fiduciary standard of care, the highest level of care offered in the financial services industry. We only receive compensation from our clients. No commissions, no kickbacks, no pushing products on our clients that are merely deemed "suitable". We provide total fee transparency - no fine print.
We are a full service comprehensive financial planning company working with business owners and individuals to achieve financial security.
Cedar Point Financial Services LLC works to preserve and leverage its clients' businesses and wealth. It strives to be your "go to" team to help you identify your needs and goals and provides the guidance to make smart decisions about your financial future. Whether you are concerned for your own financial needs or those of your family or your business, Cedar Point Financial Services LLC can help you identify and focus on your priorities and provide elegant solutions to complex financial issues.
