We believe in transparency and integrity, treating every client with respect and honesty.

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OUR PURPOSE

As educators, you play a fundamental role in shaping tomorrow’s leaders, leaving a legacy that has a lasting impact on generations to come. We understand how important the future is both to you as an individual and to your family. This is why we pride ourselves on offering exceptional services, which are tailored to the individual needs of each one of our clients. Because we specialize in the 403(b) Optional Retirement Plan, we have been able to cultivate expertise in that area which uniquely enables us to place you and to keep you on the right path toward your retirement goal.

 WHY US? business-management-software-for-controllers

Choosing a financial advisor can be a difficult process. Many large firms do not have the time to get to know each of their clients on a personal level. As a result, they tend to have a distinctly one-size-fits-all approach, which in reality means one-size-fits-almost-none.
As a small business, we pride ourselves in maintaining close relationships with each and every one of our clients, which means you can be confident that we are always offering the best advice for your specific needs.
You can feel secure in the knowledge that we are leading experts in the very narrow field of the 403(b) Optional Retirement Plan, which means that all of our intellectual resources are devoted solely to an intimate understanding of the specific retirement plan that educators have.
Our long-standing devotion to honesty, integrity, and transparent professionalism will give you peace-of-mind. You know that with us, your retirement portfolio, the product of your lifelong hard work, is in safe hands.

 SEC Disclosures Brochure – For more information on our business practices and the services we provide, take a look at our SEC Disclosures Brochure.

Sawtelle Financial Management. 1250 NE Loop 410, Suite 350. San Antonio, TX 78209. Office: 210-822-5252. Fax: 800-615-9059