Helping you consolidate your financial future and get peace of mind.

We listen patiently to understand your current situation, concerns, goals and objectives and provide comprehensive financial planning. Investment management is a cornerstone of any plan, but we know that your financial needs go beyond investments and we are available to add additional value through financial planning.

Investment Management

We build portfolios of investments suitable to your long-term needs.
We believe portfolios should not be run as products but should be used to solve a need.

Comprehensive Financial Planning

We unravel the complexity and build a financial plan in a reliable manner that allows our clients to focus on things that are important to them.

We perform cash flow analysis taking into consideration your income, expenses, and savings. We help you optimize your asset and liabilities and wring out any potential savings if possible.

We can help you evaluate and make decisions on purchase of life, property and casualty insurance. Since we do not sell any products, we are able to advise you appropriate products and solutions with the least expenses.

Review of your overall tax situation and strategies for savings and deferring taxes through asset location, tax efficient account creation and other options.

Savings, income, and cash flow analysis. Pension, Social Security and Medicare strategies. Setting up, transferring, and operating suitable retirement accounts such as IRA, Roth IRA, SEP IRA, 401K, Profit Sharing plans, Cash Balance plans. We can help at an individual level or for business entities.

Strategies to pass on assets to beneficiaries in an efficient manner. Protect your privacy and your wishes using wills, trusts, advanced directives, and power of attorneys.

Non-cash compensation planning and concentrated stock exposure management.

Define charitable goals, evaluate charities, creation and management of donor advised funds, charitable trusts or private foundations.

We focus on long-term success

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A FEE-ONLY ADVISOR

© 2024 . SARSI LLC. ALL RIGHTS RESERVED

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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.