A strong planning process is an effective way to create a more financially secure plan. It is crucial to create a financial plan that seeks to meet your current and future needs in the most tax efficient manner possible. It is my goal to work with you to build a solid financial structure designed to stand the test of time, growing and building wealth for you, your family and your business.

To help do this, we have established a team-based model through the use of a Virtual Family Office. We create a custom team for you, comprised of thought leaders and specialists in their respective fields, which is based on three key aspects of financial planning: asset protection, wealth development and maximum tax efficiency. It needs to be holistic and forward looking, calling on specialized knowledge by niche experts whenever necessary. A plan must help ensure financial stability throughout your life - for you and for your loved ones.

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Our Services

 

Investment Planning

As an initial step, we at Sage Investment Group evaluate each client’s current holdings to determine how appropriately they meet the desired objectives. These might include financial products for retirement income, education, charitable or other gifts, survivor income, or financial independence.
 

Retirement and Income Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. Longer life spans have created several new issues that need to be taken into consideration when planning for retirement.
 

Longevity Planning

When planning for longevity, we typically focus on the potential need for assisted living and long-term care because of the potential for critical or catastrophic illness, and the appropriate survivorship income should one spouse predecease the other.
 

Estate Preservation and Legacy Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement and produces a legacy even after they’ve passed.
 

401(k) Self-Directed Brokerage

At Sage Investment Group, we may have the ability to professionally manage your 401(k) while you’re still at your employer. By utilizing the “Self-Directed Brokerage” option within your plan, your assets remain at your current custodian (Fidelity or Vanguard, for example).
 

Charitable Giving

A Donor-Advised Fund is a simple way to pass on your values and assets to the next generation. Regal Charitable can help you fulfill your philanthropic goals and create your legacy through our Donor-Advised Fund Program.

HOW CAN WE HELP YOU?

Find out how we can help you reach your financial freedom.

Contact Us Today!

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