Small by Choice. Thorough by Design.
Savino & Associates is a family-owned Michigan firm that plans tax, retirement, business succession and estate decisions together for a limited number of business owners and families. The client list is kept short on purpose, so every plan gets the attention it needs.
What Does Not Change
- Stewardship
- We treat every dollar as if it were our own, because the responsibility is the same.
- Thoroughness
- We compare the options, check the details and explain the reasons behind our recommendations.
- Clarity
- We explain our recommendations in plain language and provide a written summary after each meeting.
- Faith
- Our faith shapes how we approach planning: prepare for difficult years and provide for the people who depend on you.
- Constancy
- You can expect the same care and attention through good years and difficult ones.
The Standard We Work To
Ron Monchilov spent more than forty years in this business, getting to know the families he worked with. His standard was simple: say what you would do if it were your own money, then put it in writing.
That is still the standard here.
Our Role
We are an independent tax, planning and business advisory firm, insurance licensed in Michigan. Our work brings your tax, retirement, business and estate decisions into one plan.
We are not a registered investment adviser and we do not manage investment accounts or sell securities. We are not a CPA firm or a law firm. Where your situation calls for an attorney, a CPA, a certified appraiser or an investment adviser, we will say so and help you find one.
Read our disclosuresStart With a Conversation
Thirty minutes, and no preparation on your part. If we are not the right firm for your situation, we will say so and point you toward someone who is.