Broker Check

Services Offered

How We Work

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.

Retirements Income Strategies

Fixed Annuities
Fixed Index Annuities
Variable Annuities
401(k) Planning
Weath Managmen

Insurance Strategies

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


Mutual Funds
Weath Managment

Financial Strategies

Coverdell IRA
Roth 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
Property and Casualty Insurance (PA Only)
Homeowners, Personal Auto, Commercial Liabilty, Commercial Auto, Recreational Vehicles and more

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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (570) 729-1020