• Retirement Income Strategies

  • Fixed Annuities
  • Fixed Index Annuities
  • Variable Annuities
  • 401(k) Planning
  • Insurance Strategies

  • Term Life Insurance
  • Single Premium Life Insurance
  • Universal Life Insurance
  • Individual Long-Term Care Insurance
  • Disability Insurance
  • Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • Financial Strategies

  • Coverdell IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • 529 College Savings Plans
  • Brokerage Accounts
  • Bank Products (including CDs)
  • 401(k) Planning
  • 403(b) Planning
  • Budgeting and Debt Reduction

At Sage Investments, we believe in placing our clients first, building lifelong relationships, and providing unmatched customer service. We do this by taking the time to listen, doing what we promise, and recognizing our clients are more than just their financial picture. Investing in personal relationships that can span the milestones of a lifetime is our primary focus.