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Haryanto Sastro

Advisor at Safe Future Wealth Partners LLC

Updated today

Location

Novi, MI 48375

Credentials

Series 63, Series 65, Series 66

Industry experience

9 years

About

Haryanto Sastro is an investment adviser representative at Safe Future Wealth Partners LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Aegis Wealth Management, Inc. and Aegis Financial, where he also serves as Regional Vice President. Safe Future Wealth Partners serves primarily individual clients with comprehensive financial planning and refers clients to third-party investment advisers for portfolio implementation. The firm uses model allocations and tailored planning, managing approximately $9.2 million in assets across 61 client relationships.

Client services

Based on Safe Future Wealth Partners LLC

Financial planning Selection of other advisers

Expertise

Based on Safe Future Wealth Partners LLC

Life insurance needs analysis

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Fee options

Commissions

Commission-based compensation is earned for selling insurance products; insurance commissions are separate and in addition to advisory fees.

Other

Minimum fee: Some recommended TPIAs charge a nominal annual flat account fee, typically $35 per account.

Location

41800 W. 11 Mile Road, Suite 201

Novi, MI 48375

Most active in

Louisiana · Michigan · New Mexico · Texas

Work history

Safe Future Wealth Partners LLC

2021 - Present (5 years)

Aegis Wealth Management, Inc.

2020 - 2023 (3 years)

Aegis Financial

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Daniel Shub is a financial advisor at Octo Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been managing Octo Capital since 2015. In addition to his advisory role, he is the managing member of Shub & Company LLC, a life and health insurance agency, and Gold Star Insurance Group LLC, a property and casualty insurance agency. Octo Capital provides investment advisory, portfolio management, financial planning, and consulting services to individuals, families, retirement plans, trusts, foundations, and charitable organizations. The firm’s investment approach is long-term and based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds and ETFs, with discretionary portfolio management and regular monitoring.

Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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Peter Mc Caffrey is a financial advisor at Sound Financial Planning LLC in Bloomfield Hills, MI. He holds a Series 65 designation and has one year of industry experience. Outside of financial advising, he has been a professional cellist with the Detroit Symphony Orchestra since 2012. Sound Financial Planning LLC provides fee-only, advice-only financial planning to individuals and high-net-worth clients, focusing on diversified, passive investment strategies and comprehensive financial planning without managing client assets or exercising investment discretion.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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CFP®, Series 63, Series 65, Series 66

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General retirement planning Cash flow / budgeting Wealth management General tax planning General estate planning guidance
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Active portfolio management Options & derivatives strategies

Paul F

CFP®, CFA®, ChFC®, EA

Commerce Township, MI

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I'm Paul, and I have been right where you are. I have a set of 13-year-old triplets, an 11-year-old, and a spouse with a demanding full-time career. Time is something you feel like you don't have, yet it also haunts you if you don't feel confident about some aspect of your finances. I get what you are going through, working extremely hard and watching the years go by swiftly because that is my life, too. That's why, when my triplets were born, I founded TAMMA. I saw firsthand how my family struggled with financial anxiety and the challenges and pressures it caused. This is one of the reasons I chose to become a financial advisor and build my firm: to help bring peace of mind to others. Now, I offer you that same path to financial health so you can achieve peace and security. Many busy families like yours are experiencing relief and confidence from obtaining a financial advisor in their corner, and you can too.

Wealth management Parents Married/Couples/Partners Gen X (Born 1965-1980)
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