Services

Giving You Financial Power

  • 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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Smart Investing with Smart Ideas

  • INCOME PLANNING

  • GROWTH/LEGACY PLANNING

  • TAX PLANNING

  • SOCIAL SECURITY PLANNING

  • EXTENDED CARE PLANNING

  • NON-FINANCIAL PLANNING

We believe that living the “rich life” in retirement means more than being financially wealthy.

Through our integrated approach, our advisor-coaches help you to truly identify what you want from your money in retirement and then create a plan to help get you there. Their ultimate objective is not to sell a product, but rather to help you create a life well lived and align your strategy toward achieving that vision.

Simplifying financial planning and proactively anticipating your needs.

In addition to our comprehensive planning approach, we simplify and streamline financial planning through proactive, transparent client communication. We want to keep you in-the-know as decisions or updates to your plan need to be made. We empower you with the knowledge of how your plan works so that you can feel confident in making informed choices.

Serving you and our community.

As a locally owned and operated firm, our team includes members of your community who are committed to improving the lives of those around us. From advocating for other local businesses to engaging with causes that positively impact our area, we are committed to working to make our community a better place.

Let's Work Together

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.