“We make a living by what we get, but we make a life by what we give."
— Winston Churchill
Experience a New Level of Service
Whether for you or your family, managing your finances and preparing for retirement can be daunting tasks. You need a financial professional you can rely on for guidance, someone who will truly listen to your needs and goals.
We engage you in a process that is not a once in a lifetime event. Our process is evolutionary, taking into account your resources, the financial decisions you need to consider, and the ongoing changes in your life. This detailed and integrated approach is capable of addressing many of your financial concerns.
By working with Sage Investments now, you may take control of your finances so they don’t take control of you. The sooner you start, the more time you’ll have to explore your options and take action toward helping achieve your dreams for the future.
We look forward to the opportunity to learn how we can help you realize your financial goals. Let’s get started.

Preserving History in Milanville
The former General Store which houses the offices of Sage Investments dates from the 1800s and has been in Josh’s family since the early 1930s. In October 2010, the building was given a Historic Preservation Award by the Wayne County Historical Society.
When you come in, you’ll be able to enjoy some of the interesting artifacts that were uncovered during our renovations.
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Newsletters
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Crisis Averted? Financial Help for Struggling Renters and Landlords
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
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How Long Should You Keep Financial Records?
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
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Mutual Funds: Do You Know What’s in Your Portfolio?
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
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HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?
This article discusses the U.S. workforce and what the shifting labor market could mean for workers, employers, inflation, and economic growth.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Savings Accumulation
Estimate the future value of your current savings.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.