Sarsi, LLC

Sarsi, LLC is an independent, fee only, Registered Investment Adviser. We provide overall  financial planning services to our clients  including cash flow, debt management, risk management/insurance, estate planning and tax planning and Investment strategy. Clients are generally busy professionals, business owners, divorcees, widows, retirees or people nearing retirement. We distinguish ourselves by providing customized solutions in a independent setting with complete client confidentiality and superior service. Our fees could be asset based (1% and lower depending on assets, $5,000 minimum fee per client, per year) or fixed fee for upfront comprehensive plans (Priced based on complexity).