The benefit of working with Sergio is quite simple - the bottom line for clients is knowing that everything is taken care of and in order. And of course results; Sergio gets good results.
The Salina and Associates team is best known for making order out of chaos by organizing and simplifying clients financial lives and investment portfolios.
Some scenarios include:
1. Business owners preparing to sell or transfer the business and retire
2. Professionals who have not had a formal financial plan or advisor and have historically approached their finances ad hoc
3. Boomers who need to help with their aging parents and inter-generational wealth transfer
4. Professionals who are not getting the level of service and advice they need to feel secure in their financial future
If any of these sound familiar to you, or you know someone who is in one of these positions and could use some assistance, come and see Sergio. He can help.