Your Vision. Your Life. Your Plan.

Our mission is to create better financial outcomes for our clients. Through our seasoned and knowledgeable advice, we believe we are making a difference and changing the course of our clients’ lives for the better.

The First Step of Your Journey

Welcome to SageCreek Planning & Investments

Make the most of your wealth with resources personalized to your goals. We use RightCapital’s leading-edge platform to bring you innovative tools that let you track your accounts and see your full financial story come to life. Use the button below to watch our video and see how it works.

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Pursuing Your Goals Is Our Goal

We are creative problem solvers.

As your seasoned, personal financial guides, we’re committed to helping you answer the questions that keep you up at night: “Am I making the right moves? Will I be able to maintain my lifestyle?” Our solutions are designed to help you write your sound financial story.

Meet Our Team 

Evolving to Address Your Needs

We are committed to helping you improve your quality of life through strategic financial planning.

We're a team with an entrepreneurial spirit, so we always embrace critical questioning, innovation, outstanding service, and continuous improvement. We’ll take you from uncertainty to opportunity by guiding you to make more informed decisions every step of the way.

A Philosophy Founded on Trust

We build trust by delivering integrity with competence. Integrity means always doing the right thing, and competency is possessing the skills and knowledge to effectively guide your financial decision-making. By offering you integrity combined with competence, we help you pursue your goals with greater confidence.

Our Community Involvement

Our team is passionate about supporting the causes that are important to us and our clients. We remain committed to giving back to the worthy groups and organizations that help to make our community a better place to work and live.

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