How We Work
At Saugatuck Financial, each plan is as unique as the client it serves. This 2 minute video helps explain our approach to providing a comprehensive review, customized plan, and objective recommendations for each client.
Fee-based financial planning is provided by Justin Charise of Saugatuck Financial.
The value we deliver to our clients is driven by 5 core tenets:
1. Integrated Planning
2. World Class Strategies
3. Platinum Level Service
4. Goal Focused Processes
5. Relationship Focused Approach