SageCreek’s overall goal is to improve our clients’ lives through support and guidance in planning for a growing stream of predictable income throughout their lifetime and, possibly, leaving a legacy. We accomplish this by measuring and analyzing where you are now, and developing and monitoring a plan to take you where you want to go. Trust and confidence that we will effectively navigate to your financial goals enables you to focus on the pursuit of your personal goals.
Our mission is to create better financial outcomes for our clients. We simplify the complexity of and provide clarity to their financial lives through the development of a lifetime, goal-focused financial plan.
We focus on four broad areas: cash flow management to aid in establishing an efficient, growing income stream sufficient to maintain your desired lifestyle; tax management aimed at both current and future tax efficiency; asset allocation coordinated to support cash flow needs, tax minimization objectives, and the fourth area of focus, protection and succession planning which addresses issues associated with protecting individuals and families from the negative financial impact of various life events and positioning their estates to pass efficiently and effectively when that time comes.