Better Financial Services

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Serving Washington State (206) 234-7516
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Get to Know Better Financial Services

Better Financial Services is a boutique financial services firm that offers holistic financial and investment
services specifically designed for high-net-worth individuals and families on the brink of retirement.

Meet the Founder

Saket Sengar, CFP®

With more than 11 years of dedicated experience in the financial services industry, Saket Sengar, CFP®, has built a reputation as a trusted advisor for high-net-worth individuals and families, especially those nearing retirement age. He is known for his personalized and holistic approach to retirement planning, financial planning, investment planning, and advanced planning. His strategies are tailored to meet the unique needs of each client.
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What Sets Us Apart

In a crowded marketplace, what makes Better Financial Services different? It boils down to six factors:
Financial planning, especially as you close in on the retirement years, is about far more than money. It’s about context. Our planning strategies take into account the interconnected nature of financial, legal, and personal health. Where others see money, we see dreams.
As a fee-only financial services firm, we act as a fiduciary, meaning that your interests come first. We take no commission, sell no products of our own, and have no hidden fees. We charge only for our knowledge, which frees us to focus on doing what is best for you.
We are passionate about finding the best solution for you, and we are convinced that it can only be found when our goals are in line. The solutions we create are designed to benefit you, not us. Where others sell products, we sell knowledge.
BFS provides personalized, comprehensive advice based on your specific financial situation and goals, instead of generic or one-size-fits-all recommendations. Where others rely on instinct, we base our decisions on science.
“Vague” is not in our vocabulary. We provide ready access to fees, information about potential conflicts of interest, and potential risks. Expect frequent communication and consistent updates.
Founder Saket Sengar holds the coveted Certified Financial ProfessionalTM designation. He has extensive experience working with the complexities of clients in high-net-worth situations, especially as they close in on retirement.

Our Approach

At Better Financial Services, our approach to financial planning is grounded in a deep understanding of your goals, your values, and your dreams. The focus is truly on you!
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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.