Objective and practical.
Advice that works for you.
Saeger Financial Planning is an hourly-based
financial planning company, established in 2005. Thomas Saeger, a former
Executive Vice President with the Milwaukee-based Nicholas Company,
founded the company. After 36 years in the investment business, he
decided to form his own company and provide a service that was missing in
the marketplace, hourly-based financial planning on an as-needed basis.
Tom’s many years at the Nicholas Company, an
investment advisory firm, gave him a wealth of experience with no load
mutual funds, his primary area of expertise. Retirement accounts,
including IRA and 401K investment allocations, are of special interest.
Using the hourly-based model allows Tom to serve clients with investment
balances of almost any size as the client can limit the scope of the
What makes Saeger Financial Planning different from
typical financial planning models?
· The only fee the client incurs is an hourly charge for work done. No annual percentage of assets, no product commissions.
· Unless otherwise requested, plans are “one time” only; there is no ongoing commitment.
· The plan is customized to the client’s individual financial goals and needs. The client and Saeger Financial work together to develop a customized plan as simple or as involved as needed.
The client is in
complete control of the execution of his or her plan. Saeger Financial
cannot implement recommendations without client approval, although they
will help activate some or all of the recommendations at the client’s
The link to Form ADV below contains additional
Please call 414-347-7869 if you would like more information.
Form ADV Part II
250 East Wisconsin Avenue - Suite 1800 - Milwaukee, WI 53202