Sage Wealth Planning

At Sage Wealth Planning, we believe financial planning is about living well today without sacrificing tomorrow. It's about navigating life's complexities and achieving your goals efficiently. We are a team of experienced professionals dedicated to helping individuals and families address the financial challenges they face and make informed decisions.

Who We Are

Founded in 2019, Sage Wealth Planning is a planning-centric wealth management firm headquartered in Northern Michigan, with additional presence in Austin, TX. Our team comprises experts with diverse backgrounds and extensive experience in financial services. We combine our knowledge and skills to simplify the financial planning process and empower clients to make confident decisions.

Our Philosophy

Our approach to financial planning is based on the following principles:

• Client-centered: We prioritize your needs and goals and work collaboratively with you to develop and implement solutions.
• Comprehensive: We address all aspects of your financial life, including cash flow planning, investment management, income tax planning, retirement planning, estate and legacy planning, and risk management.
• Transparency: We are open and honest in our communication and provide clear explanations of our processes and fees.
• Flexibility: We offer a range of service models to meet your individual needs and preferences.

Our Services

We offer a comprehensive range of services to address your unique financial goals and challenges. Our services include:

• Cash Flow Planning
• Investment Management
• Income Tax Planning
• Retirement Planning
• Retirement Income Planning
• Estate & Legacy Planning
• Education Planning
• Risk Management

Our Approach

We believe financial planning should be collaborative and empowering. We take the time to understand your individual circumstances, goals, and concerns. We work with you to develop a customized plan that addresses your unique needs and aspirations. Our process is:

1. Discovery: We gather information about your financial situation, goals, and concerns.

2. Analysis: We review your financial data and identify potential areas for improvement.

3. Plan Development: We work with you to develop a comprehensive and actionable plan.

4. Implementation: We assist you in implementing your plan and tracking your progress.

5. Review and Adjustment: We regularly review your plan and make adjustments as needed.