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Introduction
Do I have enough savings to retire?... Will I run out of money?... Is my portfolio too risky?
These are the questions we hear from women and men when nearing retirement.
Do you have some of these same concerns?
As specialists in retirement planning and retirement investing, Sage helps clients protect wealth and secure a comfortable retirement... using a safe, simple approach conceived by an accountant.
Our focus is showing retirees how to:
• grow your savings without taking big risks
• reduce taxes for you and your loved ones
• protect your nest egg so you don't run out of money
• avoid draining your savings due to an unexpected medical need
• harvest your assets in the most efficient way: what to pull from which account - and when - with a sensible plan.
We look at your financial circumstance beyond just your account balances. For example, our co-founder is an accountant with global CFO experience. His expertise is minimizing taxes – which means more money for you, your heirs, and the charities you support.
We’re also certified as National Social Security Advisors; we show clients how to increase their Social Security benefits. Again, more money in your pocket.
And our Portfolio Stress Test helps find the financial areas where you may be vulnerable – protecting you from stock market downturns.
The top 5 reasons clients say they choose us because we help them:
1.) Make money (by maximizing Social Security benefits)
2.) Save money (by lowering their tax bill)
3.) Convert savings into income streams to sustain their lifestyle throughout retirement
4.) Create "parachutes" they can deploy during times of market volatility
5.) Serve as the CFO of their financial life - proving a detailed plan that’s flexible enough to respond to life’s changes.
These are the questions we hear from women and men when nearing retirement.
Do you have some of these same concerns?
As specialists in retirement planning and retirement investing, Sage helps clients protect wealth and secure a comfortable retirement... using a safe, simple approach conceived by an accountant.
Our focus is showing retirees how to:
• grow your savings without taking big risks
• reduce taxes for you and your loved ones
• protect your nest egg so you don't run out of money
• avoid draining your savings due to an unexpected medical need
• harvest your assets in the most efficient way: what to pull from which account - and when - with a sensible plan.
We look at your financial circumstance beyond just your account balances. For example, our co-founder is an accountant with global CFO experience. His expertise is minimizing taxes – which means more money for you, your heirs, and the charities you support.
We’re also certified as National Social Security Advisors; we show clients how to increase their Social Security benefits. Again, more money in your pocket.
And our Portfolio Stress Test helps find the financial areas where you may be vulnerable – protecting you from stock market downturns.
The top 5 reasons clients say they choose us because we help them:
1.) Make money (by maximizing Social Security benefits)
2.) Save money (by lowering their tax bill)
3.) Convert savings into income streams to sustain their lifestyle throughout retirement
4.) Create "parachutes" they can deploy during times of market volatility
5.) Serve as the CFO of their financial life - proving a detailed plan that’s flexible enough to respond to life’s changes.
Contact Info
Address:
500 Morris Ave Ste 208,
Springfield Township
New Jersey 07081
United States
Springfield Township
New Jersey 07081
United States
Tel:
(973) 467-7979
Website:
https://sagefinancialpartners.com/
Offering
- Retirement Planning
- Wealth Planning
- Asset Protection
- Tax Reduction
- Risk Management
- Tax-free retirement planning
- Personal Pension Plans
- Lifetime
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 8:00 AM | 7:00 PM | ||||
| Tuesday | Open | 8:00 AM | 7:00 PM | ||||
| Wednesday | Open | 8:00 AM | 7:00 PM | ||||
| Thursday | Open | 8:00 AM | 7:00 PM | ||||
| Friday | Open | 8:00 AM | 5:00 PM | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
