Broker Check


At Sackett Financial Group, our aim is to help our clients live their desired lifestyle for their lifetime by providing them with reliable information to make confident decisions.  In our complex world where information flows at a continuous pace, it can be difficult to sift through the constant stream of news, laws, and opinions to determine what is actually relevant.  Our hope is to bring pertinent information to our clients that is not just meaningful, but also in context.  

Whether it is contextual news about tax law changes, updates regarding economic and financial issues, or simply our annual Thanksgiving letter, we hope you find something insightful in our periodic Sackett Financial Insights.


Thursday, February 27, 2020

It sure would be nice if our investments only went up in value. Unfortunately, events occasionally occur which drive our accounts down for a period of time due to matters unforeseen. Although most, if not all current indicators point...


Tuesday, January 28, 2020

The “Setting Every Community Up for Retirement Enhancement” (SECURE) Act was signed into law and is in effect on January 1, 2020. The new law impacts retirement plans and IRAs in a variety of mostly positive ways, but one...


Monday, January 27, 2020

Every morning I rise at 5:15 a.m., read the news, check email, review my calendar, exercise and get ready for the day. And every morning I gripe to my poor wife about how badly news sources confuse its readers. At Sackett Financial...


Monday, September 30, 2019

Our attention is naturally drawn toward an alarming photo or headline, particularly if there is a sense of eminent danger. This is especially true when it comes to our money and sense of security.


Wednesday, April 18, 2018

Although we don’t see much weather variation in the changing of seasons in southern California, the coming of spring is a welcome time. Cold, gray and rainy weather turns to warm and clear blue skies. We see the hills turn green...