Welcome to Sage Financial Strategies
Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.
I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are:
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
- College planning - long-term planning to ensure you're ready when your children are
- Retirement planning - to design an investment strategy to help you meet all of your retirement goals
- Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
- Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments
- Estate planning - for preservation of wealth from generation to generation
If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.
Newsletters
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.