When we meet with you for the first time, we focus on your current financial situation, your hopes, your dreams, your goals, and the type of lifestyle that you want in retirement. We also address your fears and concerns, what is most important to you. Basically, we spend a lot of time listening to you and getting to know you. In fact, we pride ourselves on taking the time to ask the questions that allow us to really get to know our clients. We strive to make this process very empowering and helpful for everyone we meet with.

After assessing our clients' financial wellness with regards to their needs, wants, and what they have, we then create a list of the “Retirement Planning” areas where we believe we can create the most value for them. This list includes, but is not limited to:

  • Financial Planning
  • Tax Reduction Strategies
  • 401(k) Rollovers
  • IRA Planning and Management
  • Asset Management Methods
  • Tax Efficient Income Preservation and Distribution Strategies
  • Risk Analysis and Prevention Strategies
  • Independent Objective Portfolio Analysis
  • Investment Strategies
  • Estate Planning
  • Wealth and Legacy Accumulation Preservation Strategies
  • Meeting with Estate Planning Attorneys and CPAs as Needed

Naturally, we discuss these areas together. Our goal is to provide direction and purpose as you work toward your financial dreams. If we are both comfortable, then we agree to set up a series of meetings, usually three to six of them. In these meetings, we will discuss:

1) How we’ll proceed

2) Recommendations with regard to the above topics

3) Implementation of the recommendations that you agree to.

In summary, these are some of the many of the areas in which Sage Financial, Inc. is able to bring people value. We take the time to listen and get to know you. We empower you by providing direction and purpose as you strive for your financial dreams. Our overall goal is to help your financial dreams become more capable of blossoming into future reality.