At SageCreek, our sole objective is to help create better financial outcomes for our clients, so that they can enjoy their lives without financial stress. We help through education and implementation of fundamental financial planning principles focusing on the efficient management of cash flow, taxes, and investments. By partnering with a trained, certified, financial professional, we help our clients enjoy greater freedom to pursue the lifestyle they’ve imagined.
As a full-service establishment, SageCreek Planning & Investments can assist you in a variety of ways.
Successful long-term investing is about doing the work on the front end to match your objectives and timeframes with the appropriate mix of stocks, bonds, and cash (Allocation), reducing risk by not putting all your eggs in one basket (Diversification), researching and selecting quality products in each category of investments (Due Diligence), and monitoring and periodically adjusting the mix (Rebalancing). *While the process of diversifying your assets across multiple asset classes can help to reduce overall risk, it does not eliminate market risk altogether.
Insurance is used to fill financial holes created by unanticipated (or sometimes, anticipated) events or mishaps. An insurance company will share that risk with you, so whether you’re insuring your home or your health, the goal is to pay a little to avoid losing a lot.
Whether in the accumulation stage of life, enjoying retirement, or positioning assets for future generations, we work with our clients to choose appropriate investments, develop sound income strategies, and implement an overall tax-management plan to help achieve their goals and objectives.
We focus on making sure you have a growing stream of predictable income to maintain your lifestyle now and through retirement.
Rising education costs require planning. SageCreek Planning & Investments can help you prepare for one of life’s biggest investments and pay for it when the time comes.
The goal of estate planning is to preserve what you have built and pass it on, efficiently and effectively, according to your wishes.