Our services are designed to help you answer the following questions:

• How can I get more from my investments?
• How can I reduce my exposure to risk?
• How much money will I need to live comfortably in retirement?
• Am I saving enough?
• What is the best way to save for college?
• Do I have the right amount of life insurance?

These are just some of the questions we can help you answer. At Sage Financial we offer advice based on years of experience genuinely work with your best interest in mind at all times. 

• Retirement planning

  Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

• Insurance Planning

  Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the most competitive policy for your situation.

• Education funding

  Recommending investment and accumulation strategies to help you pay for your children's education.

• Investment Planning

  Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending appropriate investment vehicles to help you reach your goals.

• Employee and executive benefits

  Helping your business attract and retain qualified employees through benefit packages.

• Social Security Planning

  Helping find the optimal Social Security claiming age.