www.agsachs.com, financial adviser, financial services, insurance, investments

Arthur G. Sachs
 

 

 

 

Financial Adviser
 

Investment Adviser Representative
 

Financial Services Representative

 

 

 

 

I am committed to helping my clients make informed decisions to meet their investment and protection needs. Any recommendations we provide are offered only after

  • thoroughly discussing what's important to you,
  • reviewing your current circumstances,
  • identifying your individual or corporate goals, and
  • considering other relevant factors, such as your personal preferences, budget, risk tolerance, and investment experience.

Please have a look at the information in the learning center and newsletters below

Counter

For a "no obligation" consultation,

please click here to contact Art Sachs

 

 

 

 

 

CA Insurance License #0C51052

AZ Insurance License #958706

 

 

I am licensed and registered to offer products and services in [NY]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

L0811205224[exp0912][All States][DC]

Newsletters

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics.

Learn more.

Financial Calculators

Tools to help you estimate answers to common financial questions.

Learn more.

Strength and Stability

It’s times like these that set us apart. Keeping our promises

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Lease Payment

How much would your monthly lease payment be?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Why Realistic Expectations May Be Great

Although positive thinking can be powerful, there's a fine line between optimism and unrealistic expectations. There are possible pitfalls when overestimating how a portfolio will perform.

More Newsletters →