Mission

We started our own independent firm, SA Piggush Financial Consultants, because we know there is so much more we are meant to be doing with our clients, beyond the numbers. We strive for each client experience to mean more.

There is much more to planning than just making cash flow work. Yes, we are confident that we bring value by offering the most current financial strategies available for a client’s needs, but there is so much more.

Every day we are working on going further and helping our clients put meaning into their retirement!

In everything we do, we focus on three things, we call them our “3 Cs”: Client Experience, Continual Improvement, and Communication

Client Experience

We have our clients in mind behind every decision we make, and always think outside the box with the things we do for our clients. That ranges from the strategies we design for their unique situation, to the personal touches we put on everything, all in our effort to “wow” each of our clients.

Continual Improvement

One of the reasons we believe we’ve been so successful to this point both personally and professionally, is because of our incredibly high standards we have for ourselves and everyone we work with and surround ourselves with. These high standards mean a culture of continual improvement where we have an ongoing effort to always be better. You can see this way of being in our processes, our offerings, and the value we provide. We are always scrutinizing them and trying to figure out how we can improve.

Communication

We believe that of all things that are important for a successful relationship, the most important is communication. Because of this, we put extra focus on our communication both internally and externally. Our intent is to error on the side of over-communicating. We try to always be proactive in our communications, whether with a client, within our team, or with other colleagues. We take pride in providing pertinent, timely, and meaningful information to our clients.