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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on 2017 Tax Planning
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Simple steps may help you foil hackers and protect your privacy.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Can you keep up with your children’s mobile slang?
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What does your home really cost?
What if instead of buying that vacation home, you invested the money?
Recent changes in estate tax laws could affect the strategy you have in place.
There are a few things to consider when buying or leasing your next vehicle.