We are a Fee-only Financial Advisor based in West New York, NJ and New York City with clients everywhere

Our Company

As a fee-only financial planner our interests are aligned with those of our clients and we are a fiduciary to them. We do not sell products, we solve problems. Our clients are busy professionals, business owners, divorcees, widows and retirees/pre-retirees. They hire us to simplify their complex situation. We unravel the complexity and build a financial plan in a reliable manner. This allows our clients to focus on things that are important to them.

Jak wybrać najlepsze kasyno internetowe w Polsce?

Podczas podróży, granie w kasynie online może być zabawnym i ciekawym sposobem na spędzenie czasu. Należy jednak pamiętać o zachowaniu pewnej ostrożności, aby zagwarantować, że gra będzie radosna i bezproblemowa. Jednym z takich środków ostrożności jest zabranie ze sobą wygodnych słuchawek.

Zapewniając wyjątkową jakość dźwięku i możliwość redukcji szumów, wygodne słuchawki mogą znacząco wpłynąć na Twoje wrażenia z gry. Używając słuchawek, możesz skoncentrować się na grze, nie będąc rozpraszanym przez zewnętrzne hałasy lub zakłócenia, co jest szczególnie przydatne podczas podróży.

Nie wahaj się użyć VPN

Jeśli uwielbiasz grać w gry kasynowe online podczas podróży, jest jeden ważny środek ostrożności, który powinieneś podjąć – użyć VPN. VPN to bezpieczne i osobiste połączenie, które szyfruje Twoje działania online, zapewniając dodatkową warstwę bezpieczeństwa podczas korzystania z witryn lub aplikacji hazardowych.

Publiczne sieci Wi-Fi na lotniskach, w kawiarniach i hotelach są często niezabezpieczone, co ułatwia hakerom dostęp do Twoich danych osobowych i finansowych. To naraża Cię na ryzyko kradzieży tożsamości lub oszustwa. Korzystając z VPN, możesz mieć pewność, że Twoje działania online pozostaną poufne i bezpieczne, nawet gdy korzystasz z publicznych sieci Wi-Fi.

Kolejną zaletą korzystania z VPN w kasynach z rankingu TopKasynoOnline http://topkasynoonline.com/ jest to, że może on pomóc ominąć ograniczenia geograficzne ograniczające Twój dostęp do niektórych gier lub stron kasyn online, w zależności od Twojej lokalizacji. Oznacza to, że możesz cieszyć się bezproblemowym doświadczeniem niezależnie od tego, gdzie się znajdujesz.

Our Services

As a fee-only financial advisor we put our clients ahead of everything and provide all services required to help them navigate life’s transitions. We are available throughout their journey to help them make optimal decisions.

Investments

We build portfolios suitable to each client through a well thought out, time tested process

Frequently Asked Questions

Our comprehensive services offerings are structured to help clients achieve their objectives and financial independence. We consider the overall financial situation of the client including investment management, cash flow and debt optimization, risk management/insurance, asset protection, retirement planning, social security maximization, estate planning, non cash compensation analysis and tax planning. In addition, we also provide outsourced consulting/CIO services to relatively large investors.

We are able to make informed, rational and disciplined decisions regarding client’s financial situation. As a result we embrace complex situation and simplify them. From a client’s perspective, one of the most important values we provide is putting in place a reliable plan and portfolio, monitoring client situation and making suitable changes to the plan/portfolio as required.

Unlike a number of financial advisors out there, we are only paid by our clients. We are a fee-only financial advisor. This is important because it preserves our independence. We are incentivized to work only for our client’s benefit. Our fees are simple and straightforward and we discuss it with our clients upfront.

Our fee structure is straightforward and transparent. Fees could be:

  • Asset based (1% and lower depending on assets, minimum fee per client, per year is $5,000)
  • Fixed fee for upfront comprehensive plans (Priced based on complexity.)

Asset based fee includes financial planning. Initial comprehensive financial planning takes months to complete but clients have access to us for a year to seek guidance and clarification on the plan.

We have procedures to ensure client information is confidential. Additionally, since there is a single point of contact with clients, the possibility of breach of confidence is limited.

We subscribe to a variety of sources of information and analysis such as research reports, publications and periodicals. In addition, we constantly meet and speak with a number of investment managers, both traditional and alternatives. As a result we are able to perform extensive proprietary research and complement it with research from multibillion dollar investment firms.

No, we do not hold client’s assets. It is held at the custodian, Charles Schwab, in the client’s name, in an account that is controlled by the client. We get the ability to trade on the client’s behalf. The custodian executes and settles trades and provides other services like sending monthly statements.

We personally oversee this process and guide the client all the way.

No. We are set up to work virtually with clients outside New Jersey and New York. 

We unravel complexity and build a financial plan in a reliable manner.

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Disclaimer

Sarsi, LLC (“Sarsi” or “the firm”) is a registered investment adviser located in New Jersey. Sarsi and its representatives are in compliance with the current registration mandates imposed on state registered investment advisers in those states where registration is required. The firm may also transact business in those states in which it maintains registration or qualifies for a corresponding exemption there from.

Use of this website is limited to the dissemination of general information regarding Sarsi’s investment advisory services offered to individuals residing in those states where providing such information is not prohibited by applicable law. Accordingly, the publication of Sarsi’s website on the internet should not be construed by any consumer as a solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. Nothing on this website should be interpreted in any manner whatsoever as a substitute for, or the receipt of, personalized investment advice. Certain of the information contained herein may not be suitable for everyone and may be derived from external sources that are not affiliated with Sarsi. While Sarsi believes these sources to be reputable, the Firm makes no representation or guarantee as to the accuracy, timeliness or suitability, completeness or relevance of the information prepared by any unaffiliated third-party, whether linked to the website or referenced herein. All such information is provided for convenience purposes only and all users therefore should be guided accordingly. Any subsequent, direct communication with a prospective client of the Firm will be initiated by a representative whom is either registered or exempt from registration in the state in which the prospect resides.

Detailed information pertaining to Sarsi’s qualifications, business operations, fee schedule service offerings can be found in the Firm’s Disclosure Brochure which appears as Part 2A of Sarsi’s Form ADV. Additional information about Sarsi, as well as a current version of the Firm’s Disclosure Brochure, is available on the Investment Advisor Public Disclosure website which is operated by the U.S. Securities and Exchange Commission, at www.adviserinfo.sec.gov

ACCESS TO THE FIRM’S WEBSITE IS PROVIDE FOR INFORMATION PURPOSES ONLY AND WITHOUT WARRANTIES-EXPRESS OR IMPLIED-WITH REGARD TO THE ACCURACY, TIMELINESS OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD-PARTY WEBSITE LINKED HERETO.