Financial Coach and Mentor
Sage Wealth focuses on your needs, goals, and dreams. More importantly we see each individual as unique, requiring personalize advice and support to develop a long-term financial plan and assistance to turn your plan into reality.
Our services are tailored to you and your situation. A financial plan can be very simple and focus on just one or two areas of need or, can be comprehensive focusing on many issues and areas requiring advice.
Whether you are in or close to retirement, or a long-ways off - planning now for the future.
Assessing risk, creating an investment policy, investment guidance and investment management.
Planning for taxes and tax minimization, integrating with other parts of your financial plan.
Planning for life's eventuality, and ensuring its done as effectively as possible.
Review of obstacles that could get in your way with a plan to reduce, transfer, or eliminate those risks.
Business Advisory Services
Advice and operational support for small and medium size, owner-managed businesses to integrate into your personal plan.