Sailor Financial

How we work How we work

Our approach was designed with you in mind.  We sell no products. We accept no commissions and we have no account minimums. 

You determine how much assistance you need and together we define the scope of each engagement.  Our hope is to build a long-term, mutually beneficial relationship.

This distinctive approach has been described as the “dentist office” model. 

People come to us when they have a need. They obtain as much or as little help as they need and we schedule regular check-ups to make sure things stay on course. 

We’ll even send you a postcard to remind you it’s time for your check-up!


 


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