David Sabo Email & Phone Number

WHAT DO I DO?I specialize in working with retirees and pre-retirees. I complete a comprehensive analysis of their current fees. The amount of "true" risk they are exposed to, and I provide them with a written retirement plan that they can understand and help them sleep better at night. So what I do for my clients is use a handful of high-level financial strategies and software tools that when used together, give my clients the ability to know and understand their current fees, the amount of risk they are taking, and how much they could potentially lose on the next market crash, taxes, and legacy planning. Create a budget and written plan to meet and exceed their retirement income needs over the course of their retirement. So they can live their ideal retirement lifestyle without ever having to worry about money. As Your Financial Advisor:My priority is to know you and what matters most in your life. Working together, we will review your concerns, prioritize your goals, and create a strategy so you can achieve the outcomes you desire. I'll draw on world-class research, subject matter experts, and a robust investment platform to ensure all aspects of that strategy are the best fit for your needs.Review the current risk exposure you have on your investment portfolio what you think you are taking, or were told you were taking, and show you the true risk you are taking or currently exposed to. In my experience, there is a large majority of investors out there who are taking on much more risk than they had intended in their portfolios. Real fact if you were to have a LOSS of 30% on your portfolio you would need a 43% gain Just To Break Even. Most investors have more downside exposure than this.The clients that I work with have 5-7 years till retirement or are currently retired and want to manage their risk exposure. Fact because on a 10% loss, you would ONLY need an 11% gain to get back to break even. So wouldn't you rather know what your risk exposure is than guess? Wouldn't you like to know exactly how much you are paying fees than to guess? After all, it is complimentary, and 100% obligation free. Warren Buffet said it best there are 2 rules to investing successfully.1) don't lose any money on your investments

Listed skills include Investments, Wealth Management, Financial Analysis, Series 7, and 19 others.

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  Kent State University

  Business Management - Marketing