Financial Planning

Asset Management is an ongoing process to help you make effective decisions about your money that can help you achieve your own personal and business goals. We implement an investment strategy with a risk-managed approach with your individual goals in mind.

Tax Planning

Sage Financial Investments is a premiere member of the United Cloud Partners Services Network. We are proud to operate in an exclusive, private, and secure, IRS Circular 230 compliant communications infrastructure to submit all state and federal tax preparation work documents. Your tax and financial data are secure with our firm.

Insurance Planning

Whether you require disability income, critical illness, permanent coverage or long-term care insurance. Planning with the right products for everyone’s needs and wants can prevent you from burdening your loved ones as your reach the golden years.

Estate Planning

Our skilled plan attorneys will develop and implement a plan that will protect your family’s assets and preserve wealth for your beneficiaries. A comprehensive estate plan will give you the peace of mind that your estate is distributed and managed with your special intentions.

Retirement (IRAs)

Implementing a retirement plan can help you replace employment income upon retirement. The earlier you begin planning, the more you can compound and save towards financial freedom. Don’t wait, start the conversation today to plan for your future. 

Business 401K & 403B Plans

A 401K is retirement savings plan that is sponsored by an employer. It allows workers to save and invest part of their paycheck before taxes are withdrawn. Let us conduct a free analysis to see if an alternative lower-cost fund will better suit your company and employees.