Why Savannah Court Financial Advisors?
With so many firms offering the same products and services, how can you distinguish one from the other. Why would you choose a company like Savannah Court Financial Advisors to work with? I believe it's because it's not what we offer our clients, but how. Scott and his wife, purchased a charming, old home in the historic district of downtown Daytona Beach with the desire to create a different kind of financial planning experience. Named after their daughter, Savannah, they have established Savannah Court Financial Advisors, Inc., a boutique, independent financial planning and investment advisory practice with the look and feel of a bed and breakfast. "We wanted our clients to feel at home when they visit with us.", Scott says. "We want to offer our clients a high level of personal service that you can't get anywhere else. That's why we insist..."...at Savannah Court Financial Advisors, you're not only a client, you're our GUEST!"
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Marriage changes everything, including your insurance needs.
Ascertaining the value of your business is important for a variety of reasons.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Knowing the rules may help you decide when to start benefits.
The federal government requires deceased individuals to file a final income tax return.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Recent changes in estate tax laws could affect the strategy you have in place.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
What does your home really cost?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.