Services

Sage Financial offers a wide range of services including:

  • Customized Financial Plans
  • Retirement Funding---IRAs, Roth IRAs, Pensions, SEPs, 401(k)s
  • Retiree Income Planning
  • Education Funding---529 Plans
  • Investments--Stocks, Bonds, REITs, Mutual Funds
  • Portfolio Review and Asset Management
  • Insurance---Life, Disability Income Protection, Long Term Care, Annuities
  • Estate Planning and Elder Care Issues
  • Business Issues---Disabilty, Key Employee Insurance, Overhead Insurance,  Business Succession, Stock Option/Net Unrealized Gain Issues