Better Financial Services

Refer a Friend
Serving Washington State (206) 234-7516
Contact Us
Client Login
Contact Us
Client Login

Resources

Download free brochures, reports, and more.

a different kind of relationship

Explore how independent advisors might work with investors to provide tailored solutions to their complex financial needs.

A winning
relationship

Learn how your investment advisor’s expertise and Schwab’s custody services come together to support your goals.

how client assets are protected at schwab

Learn all the methods used to protect your assets, including the appropriate actions taken to give clients peace of mind.

benefits of independent advisors

Explore the five key benefits to working with independent financial advisors (IFAs) and leveraging their expertise.

a winning relationship

Learn how an Independent Register Investment Advisor (RIA) can give you objective, sophisticated financial expertise.

Limits and tax rate schedules

Peruse the 2024 tax rate schedules and applicable planning limits for financial planning for every sector.

the power of perseverance

Discover the power of staying invested by exploring a returns chart that tracks changes between 1993-2023.

the cost of timing the market

Learn how it’s “time in the market” not “timing the market” when it comes to your important investments.

S&P 500 index performance

Explore performance of the S&P 500 Index during and after extreme down days since the year 1987.

Get Started with 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.
[referral_form]

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.