Freedom Begins with a Plan

Custom-Designed Solutions For Those
Nearing or in Retirement

At Sage Financial Advisors, our approach helps you have a clear understanding of your finances as they relate to your retirement and the goals you want to reach. We'll work as your trusted partner to implement your strategies and to spearhead collaboration with your CPA, estate attorney and your other professionals.

If you’re wondering...

Can I retire and stay retired?

How can I afford to send my kids to college? 

Can I afford to upsize my home?

How can I reduce debt and plan to reach my future goals?

What if I’ve recently lost my spouse?

When should I take out Social Security? 

How can we raise financially savvy kids?

How can I incorporate charitable giving into my plan?

…we can help. 

Offering an Array of Capabilities

We develop a full-fledged plan that integrates...

  • Goal setting and prioritizing
  • Saving and spending objectives
  • Investment planning
  • Retirement income planning
  • Insurance analysis
  • Estate plan considerations
  • College funding
  • Charitable giving
  • Tax reduction

Through our investment management service, we work with you to...

  • Define your goals and objectives
  • Determine your investment strategy
  • Build your portfolio
  • Manage, monitor and adjust your portfolio

Managing risk is a critical part of any wealth strategy. We help you build protection into your plan by…

  • Analyzing your needs
  • Offering objective solutions
  • Conducting an insurance review
  • Partnering with insurance experts
  • Developing strategies to preserve your estate & resources

We partner with companies sponsoring qualified 401(k), profit sharing, defined benefit or non-qualified plans to improve their benefits by…

  • Offering trustee consulting services
  • Providing participant guidance

By Your Side Through Every Chapter

Listening to your concerns, needs and goals is at the heart of our process at Sage. Guided by your unique desires, our team then works with you to craft a financial strategy and collaborate with the right professionals to carry out your plan. While we’re here to do the heavy lifting, we’re also committed to your financial literacy.

We help our clients not only develop a deeper financial understanding but also apply this insight on a daily basis. Simply put, we’re your go-to resource, teacher and confidant for all things finance-related, and we're here to help however we can.

What Goals Do You Want to Achieve?

Whether you have specific areas you need guidance with or you’d like to discuss more about how we can help, we encourage you to reach out for a brief conversation.

Get In Touch

Schedule a Meeting