Saliba Financial Services is a full-service financial services firm committed to helping people pursue their insurance and financial goals. We offer a wide range of insurance and financial products to individuals and business owners. We know our clients will be better able to reach their financial goals and make educated decisions when provided sound insurance and financial choices.

Specific areas of concentration:

Retirement planning Helping you to make the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably.

Tax reduction strategiesLooking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Group and Individual Insurance Design and implement employer-sponsored benefit plans with individual health, dental, life,short term, and/or long term disability insurance .

Estate planning strategiesHelping preserve your estate for your intended heirs. Helping with beneficiary designations.Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk managementReviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Education funding strategiesRecommending strategies to help you pay for your children’s education.

Employee and executive benefitsHelping your business attract and retain qualified employees through benefit packages. Please call us if you have any questions about our firm or the range of insurance products we provide. Our firm has a relationship with a variety of insurance and financial services companies, so if we don’t have a product or service, we know a group that does. We do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.