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.
Download Our Whitepaper
on Women & Investing
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Understanding the value of a home warranty.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
It's important to understand how inflation is reported and how it can affect investments.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Are you ready for retirement? Here are five words you should consider.
A special needs trust helps care for a special needs child when you’re gone.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?