SageGuard Financial Group, LLC offers personalized retirement and investment planning services for retirees, married couples, widowers, and baby boomers.
We structure retirement plans based on our client's unique goals and risk tolerance, specializing in tax deferral solutions. All clients receive a complimentary "no cost" financial review to analyze current tax exposure, current income needs, and long term retirement goals, providing alternative investment solutions, if needed.
Our services begin with a review of our client's personal and financial goals, risk tolerance, and an assessment of current assets and investments. We will develop a personalized investment plan for each client implementing the plan, and check in regularly to make adjustments as goals for retirement change.
We provide time-based asset management services for our clients. Our personalized portfolio management services is powered by advanced software and other financial services resources.
Tax Planning and Preparation
We partner with a network of Certified Public Accountants (CPAs), providing tax planning and tax preparation services for business tax returns or a basic 1040. Estate Planning: We partner with a network of estate planning attorneys that will complete the most complicated IRA Dynasty Trust to your basic will.