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
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?