Do you have a Retirement Strategy?

Do you understand it? Are you confident in it?

Why Sage Financial?

At Sage Financial, we understand that when it comes to retirement, many people feel overwhelmed and unsure of where to start. Some may even avoid taking action due to a lack of knowledge or a sense of belief that nothing bad will happen to them.

However, we know that unexpected events such as market uncertainty, inflation, economic fluctuations, illness, or loss of a loved one can greatly impact your financial well-being. That’s why our mission is to empower you with the confidence that comes with having a solid retirement strategy in place.

Our team of experienced advisors is committed to providing you with the guidance and support you need to navigate the complexities of retirement planning. We strive to help you avoid common pitfalls and make informed decisions that align with your goals and values.

At Sage Financial, we believe that everyone deserves a confident retirement strategy they can understand and have confidence in. Let us help you create a plan for your retirement, so you can focus on living your best life.

Smart Investing with Smart Ideas

  • INCOME PLANNING

  • GROWTH/LEGACY PLANNING

  • TAX PLANNING

  • SOCIAL SECURITY PLANNING

  • EXTENDED CARE PLANNING

  • NON-FINANCIAL PLANNING

Creating a Retirement by Design.

  • RETIREMENT SUCCESS STRATEGY

    At Sage Financial, we have found that those who feel the greatest uncertainty about their retirement often have one thing in common: they are missing a written strategy that provides clarity and confidence.

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  • SOCIAL SECURITY OPTIMIZATION ANALYSIS

    Retirees will collectively lose $3.4 trillion in potential income that they could spend during their retirement because they claimed Social Security at a financially sub-optimal time, or an average of $111,000 per household according to a recent study.

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Do you have a retirement strategy?

Do you understand it?

Are you confident in it?

If the answer is no to any one of these questions, contact us to schedule an appointment today to discuss how we can be of help creating your Retirement by Design.