
Honest guidance. Meaningful relationships. Lifelong planning.
For over 16 years, SageGuard Financial Group has supported individuals, couples, and families with practical financial planning and honest guidance. As an independent advisory firm based in Goodlettsville, TN, we focus on building lasting relationships through clear communication, consistent service, and thoughtful strategies.
Whether you’re preparing for retirement, managing change, or planning for the next generation, we’re here to help you move forward with confidence in your decisions—and clarity around your goals.
What We Offer
Personalized Investment Planning
At SageGuard, we build investment plans around your unique goals, not generic models. We take time to understand your priorities, risk comfort, and current assets. As life changes, we revisit your strategy to help keep things aligned, whether you’re nearing retirement, navigating transitions, or planning for future generations.
Ongoing Asset Management
Your portfolio should grow with you. Our asset management services manage accounts in-house, review performance regularly, and help adjust your strategy when life changes. Our focus is on consistency, communication, and alignment with your goals—whether you’re approaching retirement or managing family wealth.
Strategic Retirement Planning
We help you plan for retirement by aligning your strategy with income needs, tax considerations, and personal goals. Whether you’re just starting to plan or adjusting an existing strategy, we offer clear guidance and ongoing support to help keep your financial plan on track.
Personalized Investment Planning
At SageGuard, we build investment plans around your unique goals, not generic models. We take time to understand your priorities, risk comfort, and current assets. As life changes, we revisit your strategy to help keep things aligned, whether you’re nearing retirement, navigating transitions, or planning for future generations.
Ready to Start a Conversation?
Have questions about your financial picture, future goals, or what steps to take next? Our SageGuard Financial Group team is here to listen and help you chart a clear path forward.
Meet Our Team
Our advisors and staff bring experience, empathy, and steady guidance to every client relationship. Get to know the people behind SageGuard Financial Group.
What Our Clients Say
This testimonial reflects the personal opinion of a current client of SageGuard Financial Group. Past performance is not indicative of future results. The results experienced by this client may vary for other clients depending on their financial situation and investment strategy. SageGuard Financial Group does not guarantee any specific financial outcomes or results. The testimonial is provided voluntarily by the client and has been authorized for use.
Latest Articles
Financial priorities shift over time—and staying current matters. Our blog offers practical insights on retirement planning, tax-aware strategies, and long-term wealth planning. Explore the latest articles to stay informed and take meaningful steps toward your goals.

Read Our Latest Guide
The Importance of Designating Beneficiaries
When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.
Still have questions?