SageCreek’s objective is to improve your life through planning. We work with clients to develop a growing stream of predictable income to support and maintain their lifestyle throughout their lifetime and, if possible, to leave a legacy. We accomplish this by analyzing where you are now and developing a customized plan to take you where you want to go. Trust and confidence that we will effectively navigate to your financial goals enable you to pursue your personal goals.
Our mission is to create better financial outcomes for you. We simplify the complexity of your financial situation and provide clarity to your financial life by developing a lifetime, goal-focused financial plan.
We focus on four broad areas:
1. Cash Flow Management: to aid in establishing an efficient, growing income stream sufficient to maintain your desired lifestyle
2. Tax Management: aimed at both current and future tax efficiency
3. Asset Allocation: coordinated to support cash flow needs, tax minimization objectives
4. Protection & Succession Planning: 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