Secure your financial future by
making wise decisions today.

Secure your financial future by
making wise decisions today.

True wealth management encompasses
all of your financial goals and decisions.

As fee-only fiduciary advisors,
we always work in your best interest.

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Focused on growing and preserving your wealth, with tax optimized strategies.

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Latest Financial Tips from Our Team

Age 62 – Early Social Security Retirement Benefits

Age 62 is the earliest age at which you can start receiving Social Security retirement benefits. It’s also the most popular age to claim benefits [1], especially for women. Deciding whether to claim now or wait until Full Retirement Age is an important decision....

Age 65 – Medicare Enrollment

If you’re approaching age 65, now’s the time to consider your Medicare enrollment. Medicare is the Federal health insurance program for those aged 65 and older (plus other eligible adults). With healthcare costs listed as one of the top three financial worries for...

Age 66 – Full Retirement Age for Social Security

You can claim Social Security retirement benefits as early as age 62. Many Americans do so, especially women [1]. However, claiming early means that your monthly benefit checks and, potentially, your overall lifetime payout amount, will be lower than if you wait until...

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Contact us to take control of your financial future. SageVest offers complimentary consultations to help you determine if we’re the appropriate advisor for you.
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