Our Services

Customized Strategies Built for You

Welcome to SADA Global Financial, a nationwide financial strategy firm working with accomplished professionals and business owners focused on clarity, structure, and long-term financial confidence. Our work centers on advanced planning for those who approach wealth with intention, strategic discipline, and a long-term perspective.

Our approach is built around helping clients preserve capital, manage risk, and position assets with foresight, while navigating the long-term implications of income, taxation, longevity, and legacy considerations. Each engagement is guided by disciplined strategy and a deep understanding of how financial choices compound over time.

Discover a refined suite of financial planning solutions designed to align with your objectives, risk tolerance, and long-term vision because sophisticated financial lives require more than conventional advice.

Tax- Free Retirement Strategies

What gets us to retirement wont necessarily get us through retirement. We are currently at historically low tax rates and an astronomical national debt. Do you believe that tax rates will be higher or lower in the coming future? Have you considered how a rising tax rate environment may effect your tax-deferred assets and income in retirement? Our team specializes in optimizing your retirement distribution plan to be as tax efficient as possible.

Principal Protection Programs

It’s been recorded that the greatest fear among retirees is outliving their money. Among all the contributing risk factors to running our retirement savings dry, market volatility can pose a large threat. If the negative returns happen early in retirement, the damage can be even more substantial. There are however, effective strategies to achieve both safe and productive growth. Have you planned to buffer your hard earned savings against volatility?

Legacy & Long-Term Care Planning

Around 70% of Americans over the age of 65 will end up needing long term care. This can be one of the most critical things we can prepare for in retirement. There are many types of long term care tools available, yet not all are created equally. In addition to this, planning for an efficient transfer of wealth to heirs also requires precision planning. One of our professionals can assist you in deciding which strategy is right for your family.

Opportunities for Tax Professionals

We specialize in tax efficiency for retirement planning and collaborate with CPAs along with other tax professionals to provide a comprehensive approach to solving our clients’ lifelong tax savings puzzle. Working together, we can offer a clear vision for out clients benefit both now and in the future. Have your tax clients asked your opinion on where and how to plan financially? Find out how we can help you to better serve them and their families.

Asset Protection

Around 70% of Americans over the age of 65 will end up needing long term care. This can be one of the most critical things we can prepare for in retirement. There are many types of long term care tools available, yet not all are created equally. In addition to this, planning for an efficient transfer of wealth to heirs also requires precision planning. One of our professionals can assist you in deciding which strategy is right for your family.