Achieving Your Individual Financial Future
If you’re single, you’re part of one of the fastest growing segments of the population. Whether you’re single by choice, divorced, or widowed, you’re not alone. There are many people facing similar decisions.
We understand the issues common to planning when you’re single. These include:
- Will I have enough for retirement?
- Can I maintain my current lifestyle and standard of living?
- What happens if I encounter unexpected medical expenses?
- What happens if I can’t manage alone when I’m older?
We weave guidance on retirement planning, employment decisions, housing choices, tax opportunities, asset protection, planning documents, and much more into a customized financial plan that addresses each of these pressing financial questions, within the unique framework of your individual finances and goals.
Our ultimate goal is to help secure your financial independence.
Transforming Worries Into Financial Security
As the sole breadwinner and sole decision maker, you face a lot of responsibility. We can help transform any financial concerns you may have into financial confidence through education. We work with you to develop strategies that are flexible enough to adapt to the multitude of milestones and transitions that life brings, bringing peace of mind and confidence in your finances.
Each of our advisors is a CERTIFIED FINANCIAL PLANNER (CFP®) and as your fiduciary, we always place your best interests at the forefront of our recommendations.
Finances For Single Parents
Navigating life as a single parent involves courage and determination. It also requires smart financial planning for you and your children, both now and in the future.
SageVest creates customized financial plans that balance your own wealth and life objectives with those of your kids, fostering financial wellbeing for every family member. We also offer a range of resources dedicated to financial education for kids. These include our SageVestKids financial literacy website, and exclusive educational workshops for older teens, young adults, and millennials.