Savaglia Financial Advisors

10/16/2026

❤️ Happy Boss Day, Crystal! ❤️

Today, we’re celebrating the person who helps make SFA so much more than a workplace.

As a team, we see firsthand the passion, compassion, and dedication Crystal brings to everything she does. She empowers us to grow, supports us through challenges, and reminds us that we’re people first, with families and lives outside the office that matter just as much. She leads with an open door, a helping hand, and a genuine interest in seeing each of us succeed.

As one team member put it, “She truly is a friend in a boss.” ❤️

That same care carries into the way Crystal serves our clients. Her patience, attention to detail, and genuine desire to understand each person help make every client feel heard, respected, and cared for.

Crystal, thank you for the team you’ve built, the example you set, and the heart you bring to SFA every day. We’re grateful for your leadership, your support, and all the little things you do that make this team feel like family.

💙 But don't just take our word for it! We asked the SFA team a few questions about Crystal, and their answers say a lot about the kind of leader she is. Swipe through the photos to see what they had to share!

👇 Now, let's show Crystal some love! What's one thing you appreciate about Crystal? Share it in the comments and help us celebrate her this Boss's Day!

Happy Boss’s Day! We’re lucky to have you! 💙🥳

10/14/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

10/08/2026

🍻 Cheers to a great September B**r Fest! 🍻

We had such a great time getting together with our clients, families, and friends for the 2026 September B**r Fest! From good b**r and great food to plenty of laughs and even better company, it was a fun way to kick off the fall season. 🍂

A big thank you to everyone who stopped by, said hello, and helped make the evening such a memorable one. We’re grateful to be part of a community that knows how to come together and have a little fun! 💙

Until next time… cheers! 🍻

If you'd like to take a look at more photos from this event, or others like it, please visit our website at www.dreamplanenjoy.com/photo-gallery

**rFest

10/07/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

09/30/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

09/23/2026

🎉 Help us wish Jessica a VERY Happy Birthday 🎉

Today we’re celebrating one of the friendly faces behind the scenes at Savaglia Financial Advisors! 💙

Jessica brings her creativity, attention to detail, and always-willing-to-help attitude to everything she does at SFA. Whether she's keeping RMDs on track, helping clients, planning events, creating social media content, or finding a solution to a problem, she’s always ready to jump in!

Outside the office, you might find Jessica:

🐾 Hiking with Bella, our resident office celebrity
🎨 Tackling her latest DIY project
🎿 Water skiing and exploring the great outdoors
🏃‍♀️ Coaching pole vault at her alma mater high school after competing as a collegiate pole vaulter
🍽️ Exploring new restaurants and finding her next favorite foodie spot
🌶️ Enjoying a good spicy margarita

And if you know Jessica, you know she lives by one piece of advice from her dad:

“If the decision doesn’t scare you, it probably isn’t the right one.”

We’re so lucky to have Jessica on our team and grateful for the energy, care, creativity, and dedication she brings to SFA every day.

Please join us in wishing Jessica a very Happy Birthday! 🥳🎂

Happy Birthday, Jess! We hope your day is filled with good food, good people, a little adventure, and plenty of time with Bella! 💙🐾

Dream. Plan. Enjoy. ✨

09/23/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

09/17/2026

🎉 **Happy Birthday, Ron!** 🎉

Today, we’re celebrating the man who keeps things running behind the scenes at Savaglia Financial Advisors, and somehow manages to keep us laughing while he’s at it! 😄

As our Chief Operations Officer, Ron is the person who loves a good problem to solve, knows how to connect the dots, and is always looking for ways to make things work a little more efficiently. He’s a big part of what keeps our team moving forward and our clients’ experience running smoothly.

But around the office, we know Ron for a few other things, too…

🏀 A lifelong sports fan and former youth coach
⚾ A **Brewers fan** who would choose a Brewers World Series over a Packers Super Bowl (yes, really!)
🍺 A craft IPA enthusiast
🎸 A James Taylor concert repeat offender
😂 A reliable source of dad jokes
🌨️ And the man behind the motto: **“Every day is a snowflake.”**

Most importantly, Ron brings a genuine desire to help others to everything he does. We’re incredibly grateful to have his experience, humor, problem-solving skills, and big heart as part of our team.

Please join us in wishing **Ron a very Happy Birthday!** 🎂🥳

And because we know Ron loves a good laugh, we have to ask:

👇 **What's the best dad joke you've ever heard?** Give Ron some competition in the comments!

Happy Birthday, Ron! We hope your day is filled with family, friends, good laughs, and maybe a craft IPA or two. 🍻

Dream. Plan. Enjoy. 🎉

09/16/2026

How familiar are you with the Federal Reserve? Here is a quick history.

09/13/2026

💙 **Happy Grandparents Day!** 💙

Today, we’re celebrating the grandparents who have a special way of making life a little sweeter; and leaving a lasting impact on the generations that follow.

They’re the keepers of family stories, the makers of traditions, the providers of unsolicited (but usually pretty good!) advice, and the ones who somehow always have a little extra room for dessert. 🍪😊

And today, we’re giving a special shoutout to two of our own office grandparents: **Larry and Heidi!** 👏💙

Both Larry and Heidi are proud grandparents, and we’re lucky to see firsthand the love and joy they have for their families. We’re sure their grandchildren have taught them a thing or two about enjoying the little moments too!

Whether it’s cheering from the sidelines, sharing family stories, passing down traditions, or simply being there when they’re needed, grandparents have a way of reminding us what really matters.

We’re grateful for the families we have the privilege of serving and for all the grandparents who help make those families what they are.

**Tell us about a grandparent who holds a special place in your heart!** 💐 Share their name, a favorite memory, or something they taught you in the comments. 👇

Here’s to the grandparents who help us **Dream. Plan. Enjoy.** and to all the memories still waiting to be made. 💙