Sautter Financial

Aimed at Growing, Protecting, and Transferring Your Lifestyle and Legacy

Welcome to My Website !

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Three Questions to Consider During Open Enrollment

Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.

Your Estate: Have You Looked at These Legal Documents Lately?

This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.

Gift vs. Inheritance: Consider the Tax Difference

When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.

The Beige Book: A Timely Economic Read

The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.

More Newsletters →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck