Featured Publications and Media Highlights
Read the most recent Saugatuck Financial related press here:
Worth Feature: Saugatuck Financial Partner, Justin Charise, joins Worth CEO Juliet Scott-Croxford as an expert panelist to discuss the potential planning implications of a Biden win in the November 2020 election.
Featuring Justin Charise
November 2019: Worth Video Feature. Lou Nistico shares his thoughts on protecting your most important asset - your ability to earn future income - as a critical component to a comprehensive financial plan.
March 2019: Worth Video Feature. Meet the Saugatuck Financial team. Justin Charise shares his thoughts on a recent Worth article about charitable giving strategies.
By Justin Charise, CFP