RETIRE ON YOUR OWN TERMS

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BESPOKE PLANNING AT ITS BEST

Experience the power of holistic financial and investment services specifically designed for high-net-worth individuals and families, especially those on the brink of retirement. 

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ARE YOU REALLY READY FOR RETIREMENT?

If you’re serious about having a fabulous retirement, you need to be thinking about the realities of longevity. If your lifespan exceeds your health span, you’re vulnerable in ways you might not realize, even if you are wealthy. Most financial plans don’t address these issues. Advanced Retirement Planning gives you a way to plan for ALL the complexities of longevity, even if you’re already retired.  

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EXPERIENCE THE DIFFERENCE

High-net-worth individuals and families face unique challenges as they close in on the retirement years. BFS can help you meet those challenges with confidence. 

WE DON'T SELL PRODUCTS. WE SHARE KNOWLEDGE.

As a fee-only financial services firm, we serve as true fiduciaries, putting your best interests first, always. With no commissions, no products to sell, and no hidden fees, our compensation comes solely from our unbiased financial expertise managing your investments, which allows us to stay fully aligned with your goals and focus solely on what benefits you most.

COULD YOU BE THE RIGHT FIT?

Though Better Financial Services clientele includes people of every age, life stage, and income level, we specialize in working with affluent individuals, couples, and families who want a more customized support than financial planning alone can deliver. 

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MEET THE FOUNDER

Saket Sengar holds the coveted Certified Financial Professional™ designation. He has extensive experience working with the complexities of clients in high-net-worth situations, especially as they close in on retirement.

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"My mission is to deliver truly objective and transparent financial guidance as a fee‑only fiduciary advisor. I do not sell commission‑based financial or insurance products, nor do I accept incentives from third parties. Instead, I am compensated solely by you, my client. Every recommendation is made with one purpose: to serve your best interests."

Saket Sengar, Founder