Fee-Only Wealth Management & Investment Advisory Services

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CNBC • MarketWatch • Bloomberg • Forbes • USA Today • NerdWallet •

Who We Serve

  • Planning for retirement is essential for retirees. Focus on maintaining a comfortable and secure lifestyle that meets your health care needs. Our team assists retirees in creating comprehensive plans that include income generation, asset management, and long-term care costs. We help maximize social security benefits, explore pension options, and implement effective tax strategies. Additionally, we clarify potential government benefits, empowering you to make informed financial decisions. Whether starting new plans or refining current strategies, our experienced planners are dedicated to supporting a fulfilling, worry-free retirement.

  • Are you planning to retire in the next 5 to 10 years? At Sage Wealth Group, we help you secure your financial future with retirement income planning specifically for those nearing retirement. We know the challenges you face and will carefully manage your resources to ensure a steady income that supports your lifestyle. Our tax-efficient strategies aim to reduce your tax burden while maximizing your resources. We will work together to create a personalized plan that matches your goals and protects your wealth as you enter retirement.on text goes here

  • We provide a flat fee service for young high-income families and individuals, ensuring clear pricing for comprehensive financial planning. Our expert team offers tax strategy, investment management, cash flow analysis, retirement planning, and estate planning. We are committed to helping clients achieve financial clarity and long-term success through tailored strategies that address their unique goals.

What Makes Us Different

We are Certified Financial Planners™. CFP marks signify professionalism and expertise in financial planning. Certified Financial Planners meet strict educational, examination, experience, and ethical standards.

We’re fee-only. Our compensation is derived solely from the fees you pay for our services, ensuring that our interests are aligned with yours.

We’re fiduciaries. We are legally and ethically bound to act in your best interest at all times.

We’re independent. Our independence allows us to offer unbiased advice free from the influence of third parties.

We are tax-focused. Understanding that tax implications can significantly impact your wealth accumulation and preservation, we take a holistic approach to financial planning.

Book a complimentary consultation

Think you may be a good fit? Feel free to schedule a complimentary consultation call on our calendar!