“Someone’s sitting in the shade today because someone planted a tree a long time ago.” -Warren Buffett
SA Piggush is an independent financial advisory firm that was created with our clients in mind. We knew that there was a way to make financial planning a better experience and process for our clients. While financial planning is about numbers and making them work, it is also a very emotional piece of our lives, and we want to take that anxiety and sometimes intimidation out of the process for our clients.
With this in mind, we’ve developed and refined an all-encompassing financial planning process that we call The 360 Formula®. This formula is comprised of three elements: Team Approach, Client Experience, and Wealth Planning. EVERYTHING we do falls into one of these three categories.
We have systemized what we do to ensure that everything gets done, by the right person, at the right time.
We are able to dig deeper, getting to know each client’s entire story, creating an unmatched experience.
We guide clients through our propriety Wealth Management process to ensure that no matter what critical life events take place for our clients; they are ready for it