Saavi Financial Group | Columbia, MD

Tax-efficient strategies to create true intergenerational wealth

Providing integrated wealth strategies for successful
business owners, professionals and families.

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Using Income to Create Wealth

The company derives its vision directly from its name Saavi which is another name for Goddess Lakshmi in Hinduism, symbolizing wealth and prosperity. Working hard and earning a substantial income doesn’t guarantee that you’re building enduring wealth and prosperity for you and your family. Highly skilled and successful professionals often lose too much of their income to taxes, and at Saavi Financial Group, we believe you deserve to keep more of what you earn. With every client, our 'laksya' or goal is to help them make sense of their finances so they can optimize their earnings and minimize their tax burden.

At Saavi Financial, our ultimate goal is to maximize returns, mitigate risk, and minimize taxes to build the kind of wealth that will last for generations. Through our partnership with The Nautilus Group®, we leverage the expertise of the planning professionals and financial specialists to identify effective solutions that complement your current strategies and construct your ideal financial roadmap. Our solutions can incorporate and complement your current strategy. We help you take the guesswork out of managing your finances so you can be confident you’re making the wisest possible financial decisions to prepare for a prosperous future.

Specializing In

  • Comprehensive Strategies
  • Pension Planning
  • Tax Strategies
  • Business Solutions
  • Asset Protection
  • Retirement Planning
  • Estate Planning
  • Deferred Compensation Plans
  • Defined Contribution Plans
  • Defined Benefit Plans

Proudly Serving

  • Families
  • Business Owners
  • Pre-Retirees
  • Retirees
  • Medical Professionals
  • Executives
  • IT Professionals