Wealth Management & Financial Planning
Why Saxon Financial Group?
At Saxon Financial Group, financial planning is more than just numbers on a spreadsheet. It’s about giving every dollar a purpose and creating a structured, future-focused strategy tailored to your unique goals. By working closely with our clients, we strive to mitigate risks, maximize profits, and lay the groundwork for a secure financial future.
Whether growing wealth, preparing for retirement, or preserving your legacy, our approach is designed to ensure that you feel confident in every step of your financial journey.
News
Our latest post
Oil Prices Are Rising Again: What It Means for Your Retirement Plan
Market Note: The U.S.-Iran Conflict
Keeping Track of Your Retirement Accounts as Your Career Evolves
Our services
Financial Planning
Whether you’re looking to grow your money over time, generate income in retirement, or preserve wealth for future generations, confidence in your financial plan is crucial. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning services to create a detailed pathway for pursuing a bright and confident future.
Portfolio Management
As your trusted partner, we help you pursue your goals by constructing, managing, and reviewing a custom-designed diversified portfolio to suit your needs. Through clear communication, we help you understand what you own and place your best interests above all else.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan.
Estate Planning
Estate planning is an important step for families at every stage and income level. Without a plan in place, state laws could dictate how your assets are distributed, causing unnecessary costs and confusion for your loved ones. A well-designed estate plan helps protect your assets from taxes, makes it easy to pass them on to your family, and ensures your wishes are followed if you’re ever unable to make decisions yourself. We know every family is different, which is why we believe estate planning should be customized, proactive, and work hand-in-hand with your broader financial goals.
Education Planning
Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. With rising inflation and the high cost of education, planning to contribute to your child’s higher education may require an early start. As your trusted partner, our knowledge and professional guidance can help you analyze the tax benefits, ownership structure, risk, and contribution limits involved.
Your Planning Experience (DREAM)
Discover the Client
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We start with a conversation—getting to know you, your values, your financial situation, and what matters most. This initial step lays the foundation for a truly personalized financial plan.
Review Goals
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Together, we identify your short- and long-term goals. We help you prioritize them based on your values, time horizon, and available resources, ensuring every objective is purposeful and actionable.
Evaluate Current Course
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Once your goals are clear, we assess your current financial strategy. We analyze whether your current course aligns with your objectives and explore alternative strategies that may better serve your needs.
Action Planning
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We craft a detailed financial plan tailored to your unique goals and circumstances. After presenting our recommendations, we work with you to implement them efficiently and effectively.
Monitor Progress
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Financial planning is not a one-time event. We continuously monitor your plan’s progress and adapt it as life, markets, and priorities evolve, ensuring you stay on track at every stage.
Who we serve best
Oil & Gas
Professionals
Why do you need oil and gas financial consulting? As an oil and gas professional…
Business Owners
As a business owner, you’ve built something you care about.
Suddenly Single
Life is full of twists and turns we can’t always predict. Suddenly, you may find yourself in charge of financial decisions you never had to make before.
Retirees
Retirement should be one of the most rewarding chapters of your life, filled with the freedom to pursue what truly matters to you.
Families & Individuals
At Saxon Financial Group, we take pride in helping families and individuals unlock the full potential of their wealth.
Videos
Watch our videos
Estate Planning Essentials: Your Guide to Retirement Security
Optimizing Your Retirement Withdrawal Strategy for Tax Efficiency
Power of NUA: Is Net Unrealized Appreciation Right for you
Contact us
What can we do for you?
Contact us to schedule a consultation and learn how our portfolio management services can help you reach your financial goals.
Tell us how we can help you today
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