Better Financial Services

Are You REALLY Ready for Retirement?

Schedule a free retirement plan assessment to find out.

Upcoming Events

No Upcoming Seminar

January 21, 2025

6:30 pm – 8:30 pm

Bellevue, WA

January 23, 2025

6:30 pm – 8:30 pm

Tacoma, WA

Make Your Dreams Come True
Now and Throughout Your Retirement

Coming Soon: Live Seminars

Create an Even Better Plan for Your Golden Years with
Advanced Retirement Planning

If you want life in retirement to be as fabulous as your life is today, you need to be planning for the realities of longevity. When your lifespan exceeds your health span, you’re vulnerable in ways you might not realize. Most financial plans don’t address this reality – and most people don’t find out until it’s too late.
There’s a way to plan for all the complexities of longevity, even if you’re already retired. It’s called Advanced Retirement Planning, and BFS can show you how to put this powerful planning approach to work for you.

Services Designed to Support Your Success

Better Financial Services stands out in the crowded financial advisory landscape by offering holistic financial and investment services specifically designed for individuals and families on the brink of retirement. Under the expert leadership of Saket Sengar, a Certified Financial Planner™ with more than 11 years of dedicated experience, the firm prioritizes client needs and goals above all else.
As a fee-only fiduciary, transparent interactions, trustworthy guidance, and unbiased advice are baked into everything we do. We work for you and you alone, and we wouldn’t have it any other way.

Alignment is Everything

Though Better Financial Services clientele includes people of every age, life stage, and income levels, we specialize in working with affluent individuals, couples, and families who want a more comprehensive plan for retirement than financial planning alone can deliver.
If this sounds like you, working with BFS could be the right move.

Experience Better Financial Services

Schedule a free consultation to learn more about how BFS can help you reach your goals. Call 206-234-7516 or fill out the form to get started.
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Initial Consultation

1. Client Information Form: To optimize your time with Saket Sengar, you will complete a client information form prior to your scheduled initial consultation.

 2. Analyzing Information: During the initial meeting, Saket will meticulously analyze both qualitative and quantitative data to comprehensively assess your personal and financial circumstances. This detailed examination gives Saket deeper insights into your goals and aspirations, facilitating more tailored and effective financial planning.

3. Identifying Potential Goals: During the consultation, Saket completes a comprehensive evaluation of your financial and personal situation. Together, you will pinpoint your objectives, taking into account the interplay between different goals. Saket will then help you set realistic targets, considering various factors such as life expectancy, inflation rates, tax implications, and expected investment returns. Additionally, Saket will assist in prioritizing these goals, ensuring alignment with your aspirations and financial feasibility. Saket can also  provide candid feedback on goals that may not be attainable, fostering clarity and informed decision-making.