My Story

Sam Badgley
Founder & PresidentSam Badgley, Inc.

Sam Badgley has been a trusted CPA for over thirty years. This passion has opened the doors to the world of retirement planning. He believes incorporating proactive tax management and protection of assets sets him apart.

Helping you create your vision for retirement, achieving peace of mind, and developing a plan to not run out of money before you run out of life, is the number one goal. We will work closely with you to objectively assess your individual retirement strategy and help provide solutions tailored to your needs.

Sam adds only a few clients each year so he can prioritize their needs, whether frequent phone calls or catching up over lunch. The key is to create a good plan and stick to the plan.

When Sam is not working, you can find him spending quality time with his four grandchildren, fishing, billiards, playing pickleball, and a little golf. Reading a good book, taking a quiet walk, or traveling with his wife rank high on the list as well.

If you would like to have a conversation about your financial future, please feel free to submit the form below with your information and I will reach out shortly to schedule a call, Zoom meeting, or in-person consultation.

If you would like to have a conversation about your retirement strategy, click the button below and we’ll schedule a no-cost or no-obligation phone call with you.