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Retirement Is One of Life’s Most Significant Events

Transitioning from the workforce is an exciting time. It’s a time to reinvent yourself, to reconnect with family and friends, and to redefine your life goals. Retirement can also be a time of uncertainty. You need a responsive advisor who listens, understands, and addresses your concerns, granting you the confidence to approach your new era with enthusiasm, purpose, and vitality.

The Importance of Your Financial Decisions

As you progress through the accumulation mode of wage-earning and saving to the financial distribution phase of retirement, your money choices acquire even greater significance.

It’s critical that you have an experienced and trusted advisor to educate and guide you towards wise financial decisions that balance long-term security with considerations like family, travel, housing, and philanthropy. SageVest Wealth Management offers a new level of excellence in retirement planning, coupled with personalized service, in support of your retirement objectives.

Customized Retirement Planning

When it comes to retirement, there’s no ‘one-size-fits-all’ model. Each of our clients has different life circumstances, different wealth levels, and different retirement dreams they want to achieve. We get to know you on an individual basis; then we create a customized financial plan that connects you, your wealth, and your unique retirement goals in the most meaningful way possible.

Dynamic Planning That Grows With You

Retirement planning should never be a ‘set-and-forget’ project either. Life continues to evolve. As your trusted financial partner, SageVest Wealth Management helps you to develop a dynamic retirement strategy that adapts to whatever changes and opportunities your future yields. We use sophisticated modeling and explore a number of ‘what-if’ life scenarios to create a flexible path. We regularly review these with you to ensure that your financial and retirement priorities remain aligned.

Advice for All Stages


Make a wise investment
in your future today.

Make a wise investment in your future today.