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Welcome to SageCreek Planning & Investments


At SageCreek, our sole purpose is to create better financial outcomes for you and your family. We have found that most people make reasonable financial decisions as they go along, with little regard for how it may affect them down the road or as part of any ‘master’ plan. A wrong turn can cost time and money, or lead you to a different place entirely. The financial world can be complex and confusing. We work hard to simplify and clarify, so you feel  more secure about the path you’re on. People want to know two things:  ‘Am I doing the right things?’, and ‘Am I going to be okay?’ We help you answer these questions and serve as your seasoned, personal guides every step of the way.