Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At SageGuard Financial Group, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
We have answers to the questions you have on the recent Social Security changes! View the video below to learn more.
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Helpful Content
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Saving for College 101
Here’s a crash course on saving for college.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.