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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Choosing a Financial Advisor
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
What’s the deal with your yearly free credit report?
Military families face unique challenges, making personal finance even more critical.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
For many, retirement includes contributing their time and talents to an organization in need.
Important items to consider when purchasing condo insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are things you can do to keep yourself safe when you lose your wallet.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When do you need a will? The answer is easy: right now.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.