Savino Advisory Group

Savino Advisory Group We will take the time to find out your individual needs and goals in order to provide you with a secure and worry-free retirement.

Orange County and Southern California residents have been looking to Savino Advisory Group for more than 29 years when it comes to advice on their investments, retirement planning, long term care, taxes, Social Security and much more. To help consumers enjoy the retirement lifestyle of their dreams, we provide those who are entering retirement or have already retired with a community business that cares about protecting their retirement assets.

One of the most common and most important financial questions is simple: Will my money last? It's a reasonable question,...
07/15/2026

One of the most common and most important financial questions is simple: Will my money last? It's a reasonable question, and it carries far more weight today than it did for previous generations.

People are living longer and trying to stay healthier than ever, yet that creates a new challenge in preparing for the future. How long those resources may need to last can be just as important as how much you save or invest, especially if life stretches decades beyond your prime working years. Add in the realities of aging and health, from arthritis and cancer to Alzheimer's, and even the rise of GLP-1s, and the future can start to feel more complex than you might expect.

Thankfully, simple awareness is enough to change behavior. Once people better understand longevity and the kind of lifestyle they want to maintain, they tend to make better decisions, ask better questions, and prepare more intentionally for what lies ahead.

It's time to talk. Don't put it off. Let's create a plan for your financial future. A longer life is a gift. Let's make sure you're ready for it.

Call: 949.748.1900
Visit: https://savinoadvisorygroup.com/

07/14/2026
One of the biggest mistakes I see is people skipping estate planning just because they don’t have kids.This article expl...
07/13/2026

One of the biggest mistakes I see is people skipping estate planning just because they don’t have kids.

This article explains why that’s risky and what to do instead:
https://www.investopedia.com/retirement-planning-for-people-without-kids-how-to-prepare-for-long-term-care-an-12000063

If you are ready to make a structured financial plan for your future, call Tom Savino today or visit us online to learn more.

Call: 949.748.1900
Visit: https://savinoadvisorygroup.com/

Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything from healthcare to estate documents.

The last fireworks have faded and America’s 250th birthday celebration is now behind us. There’s a calm that settles in ...
07/09/2026

The last fireworks have faded and America’s 250th birthday celebration is now behind us.

There’s a calm that settles in afterward. Tables get cleared, coolers get packed away, and you’re left with that satisfied feeling that it was all worthwhile, even not everything went according to plan.

What stays with you are the shared stories, the laughter, and maybe a few good leftovers. Families can be wonderfully messy.

Finances often feel the same way (complicated, emotional, and rarely predictable). But meaningful milestones do more than mark time on the calendar.

They sharpen our focus and remind us to keep building toward the future we truly want. Now feels like the perfect time to ask: What’s next for us? And how do we protect and grow what matters most?

That’s where we come in at Savino Advisory Group. We help turn the chaos of money into a clear, confident plan for the years ahead.

If you’re ready for some clarity, give us a call: 949.748.1900.

At Savino Advisory Group, we offer a host of educational videos FREE on our website. Learn from our Increase Social Secu...
07/08/2026

At Savino Advisory Group, we offer a host of educational videos FREE on our website. Learn from our Increase Social Security, Women in Wealth, and our Retire Happy Hour videos (each designed to educate you and help you get started on the right path to retirement).

Watch them now: https://savinoadvisorygroup.com/videos/

Ready to create a financial plan for your future?
Call Us: 949.748.1900
Visit Us: 4101 Birch Street, Suite 110, Newport Beach, CA 92660

For more than 250 years, the American Dream has endured because it speaks to something essential: the freedom to build a...
07/07/2026

For more than 250 years, the American Dream has endured because it speaks to something essential: the freedom to build a better life for yourself and those you love.

For some, that dream looks like financial stability. For others, it’s the ability to be your own boss, seize new opportunities, or create a lasting legacy for the next generation.

Lately, more people are talking about passive income as the modern version of the American Dream and it’s easy to see why.

Passive income is money that keeps working for you long after the initial effort of building it (through investments, assets, or smart planning).

At its heart, it’s not just about the money. It reflects a deeply American desire: to create something that gives you more freedom, flexibility, and security over time.

Just like generations before us who worked hard, adapted, and planned for a stronger future, many families today are looking for ways to protect what they’ve built.

A big part of my work is helping clients do exactly that: position their finances so they can enjoy greater peace of mind no matter what life brings.

If you’re ready to explore how passive income strategies could help strengthen your family’s financial future, reach out to Tom & Joan Savino.

Visit: https://savinoadvisorygroup.com/
Call: 949.748.1900

Happy Independence Day from Savino Advisory Group.As we celebrate the freedoms and opportunities that define our nation,...
07/02/2026

Happy Independence Day from Savino Advisory Group.

As we celebrate the freedoms and opportunities that define our nation, we are proud to help individuals and families build their own financial independence and long-term security.

Wishing you and your loved ones a safe, joyful, and memorable Fourth of July filled with family, friends, and celebration.

To learn more about how Savino Advisory Group supports our clients in achieving their financial goals, please visit our website.
https://savinoadvisorygroup.com/

Let's continue our ongoing series on the Problems We Solve For Our Clients. Let's discuss Leaving a Legacy.Many pre-reti...
07/01/2026

Let's continue our ongoing series on the Problems We Solve For Our Clients. Let's discuss Leaving a Legacy.

Many pre-retirees and retirees in Orange County want to leave something meaningful for family and charitable causes.

Savino Advisory Group uses life insurance as a key part of your retirement plan to create an immediate legacy. This allows you to enjoy your retirement assets for living expenses and dreams, while knowing your loved ones are protected.

Build a lasting legacy with Tom Savino at Savino Advisory Group in Orange County. Call Us: 949.748.1900.



To continue our ongoing series on the Problems We Solve For Our Clients, let's talk about Assets Under Management.  Mark...
06/29/2026

To continue our ongoing series on the Problems We Solve For Our Clients, let's talk about Assets Under Management.

Market volatility and emotional decisions can put your retirement at risk.

Savino Advisory Group’s Assets Under Management services use simple, tested strategies to capture market gains, minimize losses, and remove emotion from investing.

Tom Savino applies a proprietary stop-loss and re-entry methodology for minimal downside risk and maximum upside potential.

Call us today if you want professional portfolio management. Call 949.748.1900.

Serving Orange County, California.

As the Fourth of July approaches and our great country marks 250 years of independence, it feels like the right time to ...
06/25/2026

As the Fourth of July approaches and our great country marks 250 years of independence, it feels like the right time to value your legacies and look at where you are with fresh eyes.

That’s part of what we hope to offer here at Savino Advisory Group: perspective, communication, and a steady presence as life unfolds.

One of the biggest threats to that legacy is the high cost of extended healthcare, one of the many problems we help to solve for our clients.

Long-Term Care remains the #1 unfunded risk in retirement.

Savino Advisory Group helps protect your assets from these rising costs. We recommend LTC policies that can leverage your assets 2 to 5 times, offering coverage along with the option to receive a premium refund and a death benefit if care is never needed.

This gives you peace of mind while protecting what you’ve built for yourself and your family.

Happy Fourth of July!

Are you ready to secure your future with Savino Advisory Group?
Call Us: 949.748.1900
Learn More: https://savinoadvisorygroup.com/

Address

4101 Birch Street, Suite 110
Newport Beach, CA
92660

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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