Creating better financial outcomes for our clients is the purpose here at SageCreek Planning & Investments. We want you to enjoy your life 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. Partnering with a trained, CERTIFIED FINANCIAL PLANNER™ professional, will help you enjoy greater freedom to pursue the lifestyle you'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. We provide your individual success through: 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 the risk with you. The goal is to pay a little to avoid losing a lot, whether you’re insuring your home or your health.
Whether in the accumulation stage of life, enjoying retirement, or positioning assets for future generations, the less we pay in taxes, the more we keep. Understanding taxes enables us to take advantage of existing laws, so you keep more of what is yours.
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 helps you prepare for one of life’s biggest investments so you can 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.