Sage Financial Partners

We Specialize in Safe & Sound Retirement Planning for Men and Women Over Age 55...

You’ve spent all these years saving for retirement. How to safely transition from ‘saving’ to ‘retiring’ – without running out of money? We can help.

To most people, retirement planning means SAVING for retirement. From the moment we start collecting our first paycheck, retirement planning and growing our nest egg are synonymous.

However, once we’re knocking on the retirement door, the rules of the game change. It's time for a mind shift.

How do we protect what we have and make sure we’re taken care even if we live to age 110?

ACCUMULATION is not the emphasis anymore. Now we have to think about DISTRIBUTION.

This is the focus of our work: helping clients preserve their hard earned savings and reach their goals safely and confidently.

Mark Twain said, “The 2 most important days of your life are #1: the day you are born and, #2: the day you discover why you are born.” As we get older we discover we were born to try to make a positive influence on other people. My experience path has put me in a position to be able to help men and women figure out:

• How much you may need in retirement

• How much you’re on track to have

• Ways to strengthen your plan, including how to maximize Social Security benefits

• How to protect against the 4 sharks that eat away at our savings: market volatility... taxes... inflation... health issues.

Because retirement planning is all we do, we tend to notice things other advisors may not. We find things related to taxes and risk and show how to avoid mistakes that can put your retirement security in jeopardy.

Wondering if you’re a good fit? Our ideal client is:

- nearing or in retirement

- an experienced and practiced 'saver'

- takes a sensible approach to finances (for example, hasn’t put 80% of their savings in cryptocurrencies)

- understands that retirement planning changes after age 55

Helping people achieve their financial goals is very rewarding. It's nice when clients tell us that we make a complex subject simple or that we're very low key in an industry that has its share of pushy salespeople. But by far the best is receiving thank-you notes from clients or their family members saying we made a difference in their life.