Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

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.