“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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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Savings Accumulation
Estimate the future value of your current savings.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.