Sage Wealth Management
What we do and Why we do it.
Sage Wealth Management offers a comprehensive, full service platform of investments, insurance and wealth management solutions.
Our comitment to serve our clients and community is rooted in the belief that every person has within themselves the ability to thrive!
Financial Education
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Financial Education Seminars as part of a employee wellness program
Employer Sponsored Retirement Plans
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401k's
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Simple and SEP IRA's
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Defined Benefit and Defined Contribution Pension Plans.
Solutions for Businesses
Solutions for Individuals and Families
Financial Counseling
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Budgeting
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Debt and Credit Counseling
Retirement and Estate Planning
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IRA Management
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Employer Sponsored Retirement Plan Maximization
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Asset Allocation
Insurance and Asset Protection Planning
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Life
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Health and Disability
Wealth Management
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Asset Allocation
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Traditional and Alternative Investments
Who is rich? He that enjoys his portion.
-- Ben Franklin (1706-1790)