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.
Fixed AnnuitiesFixed Index AnnuitiesVariable Annuities401(k) PlanningWeath Managmen
Term Life InsuranceSingle Premium Life InsuranceUniversal Life InsuranceIndividual Long-Term Care InsuranceDisability Insurance
StocksBondsMutual FundsWeath Managment
Coverdell IRARoth IRASEP IRASimple IRATraditional IRA529 College Savings PlansBrokerage AccountsBank Products (including CDs)401(k) Planning403(b) PlanningBudgeting and Debt ReductionProperty 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.
firstname.lastname@example.org | (570) 729-1020