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

    Counter

    For a "no obligation" consultation,

    please click here to contact Art Sachs

    California license #0C51052

     

    h

    h

    h

    h

    h

    h

    h

    h

    h

    h

    h

    h

    h

    h

    h

    We have representatives in this office 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.

    L07083520[exp0709]

  • 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 →

    Beat the Big Three What Ifs

    Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

    Stay Off the Phishing Hook

    In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

    How Much Is Enough?

    When you look at your life insurance coverage as a lump sum, it might seem like a lot of money, but how much is it in relation to your annual income?

    Investing Can Be Funds

    The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

    More Newsletters →