Get ready to take control of your retirement plan.
Financial Advisors of SAM pride themselves on the KISS principle (Keeping It Stupid Simple). While most of the industry is complicated by design and layered with fees, SAM Financial Advisors break it down to simple core education. We reveal these surprising fee structures that may exist in your investment accounts. We also arm you with knowledge to avoid unnecessary fees that can amount to 17-20% of your portfolio returns over 10 years. All investors are vulnerable as the industry is constantly evolving. Even highly astute and experienced investors can be exposed to unknown fees in their portfolio and 401(k) accounts. A session with an SAM advisor can give you the no-nonsense advice without all the noise, and a better understanding of how your money grows.
UPDATE: We are no longer taking any new individual clients at this time as our firm is exclusively focused on advising corporate 401k, 453b, & 403b plans. We work directly with plan administrators on their company’s defined contribution programs.
For any Plan Administrator who carries the weight of this fiduciary responsibility, we encourage you to reach out to us for a free review which includes a complimentary and comprehensive audit. As an advisor to your program, we strive to ensure that your plan carries a diverse selection of investment options with suitable vendors, and is cost-efficient for your plan’s participants.
Our Services
SAM Financial is a one-size fits all investment firm that offers a level of service for all types of investors. Whether you need a basic crash course that can help you drive your own portfolio or you need on-going full service wealth management assistance, SAM is the trusted source that puts the investor's interests first. At this time we are no longer accepting any new individual accounts. Currently the firm is exclusively focused on 401(k) advisory services where we seek the best of breed specialists for an organization’s retirement plan with an emphasis on cost-savings.
What Is a Fiduciary?
Acting as a fiduciary carries a greater level of responsibility than the typical broker/client relationship. Fiduciaries are legally bound to act in their clients' best interests.
Adhering to a fiduciary standard gives your advisor's investment recommendations a greater weight and level of accountability.
This standard requires your advisor take into account your entire financial circumstances, making holistic wealth management services even more important.
What makes S.A.M. Financial different?
We are known for revealing hidden fees that your existing retirement plans may be exposed to. We offer a free consultation that can help you avoid unnecessary fees and manage your own portfolio with more awareness. Clients leave our consultations armed with advice and industry secrets that can save you a fortune. We also offer an option for on-going wealth management services that keep you focused on your financial plan with easy to understand fundamentals and strategies.
Our offices
Located at 221 River Street, 9th Flr, Hoboken, NJ 07030.
We take the stress out of financial planning. Lets keep it Simple and save on your porftolio expenses giving YOU the advantage. Learn more about SAM's Simple "Lean and Mean" approach to investing.
— Christopher Seshadri
Secrets revealed! Some investment accounts take their fees from your front pocket (noticeable) and some also take from your back pocket (not-so-noticeable). Let an SAM advisor explain these details and give you the knowledge to save you a fortune.
A Top Service
By offering simplicity and transparancy, we are making significant differences helping investors take control of their investments.