www.agsachs.com, financial adviser, financial services, insurance, investments
Arthur G. Sachs

Strategic Planning Group
An office of MetLife

Full Financial Service to:

  • Professionals
  • Businesses
  • Families


    Arthur G. Sachs
    Financial Planner
    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

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    For a "no obligation" consultation,

    please click here to contact Art Sachs

    California license #0C51052

     

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    I am licensed and registered to offer products and services in [CA]. 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.

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    Calculators

    Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

    Savings Accumulation

    Estimate the future value of your current savings.

    Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

    Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

    More Calculators →

    Newsletters

    Exchange-Traded Funds Can Be for Conservative Portfolios, Too

    If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

    Inflation Goes to College

    Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

    Higher Education Pays, But So Will You

    It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

    Good Care Begins Early

    Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

    More Newsletters →