At SageGuard Financial Group, our services are designed to connect the key parts of your financial life. This includes investment strategy, income planning, tax coordination, and ongoing management, all working together in a clear and practical way.
Explore how we help guide thoughtful decisions through personalized financial planning.
Your investment plan should reflect your life, not just your risk score. At SageGuard Financial Group, we take the time to understand your goals, your timeline, and how your finances fit into the bigger picture. Whether you’re planning for retirement, managing change, or preparing to support loved ones, we develop a strategy that fits your situation. Most portfolios are managed in-house, allowing us to stay connected and responsive as your needs evolve. Our investment planning services review regularly, adjust when needed, and focus on keeping your plan aligned with real-world priorities, so it continues supporting you as life progresses.
At SageGuard, ongoing asset management services mean more than rebalancing. It’s about maintaining a strategy that reflects where you are—and where you’re headed. We review portfolios regularly, monitor performance in real time, and stay connected as your goals evolve.
Because most accounts are managed in-house, we can make timely updates and offer insights grounded in your financial picture. Whether you’re planning for retirement income or supporting loved ones, we’re here to help keep things on track.
Retirement looks different for everyone. That’s why we begin by reviewing your financial picture, including income sources, tax exposure, and risk preferences. At SageGuard, we create retirement strategies that reflect your lifestyle and goals, whether you are approaching retirement or already living it.
Our retirement planning services may include tax deferral strategies, income coordination, and thoughtful asset allocation. We also help you think ahead to future needs, such as income for a surviving spouse or long-term expenses. With regular reviews and open communication, we’re here to support your retirement with clarity and care.
Tax planning and preparation is more than filing your return. At SageGuard, we work with local CPAs to help align your financial decisions with tax implications across income, investments, and retirement.
We consider how your account types, withdrawal timing, and charitable giving may affect your annual liability or long-term outcomes. For clients in or near retirement, we help assess whether strategies like Roth conversions or tax-efficient withdrawals could apply to their situation.
Whether you’re preparing for tax season or thinking long term, we aim to keep your financial and tax planning connected.
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SageGuard Financial Group LLC is a SEC registered investment. SageGuard Financial Group LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SageGuard Financial Group LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as SageGuard Financial Group LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SageGuard Financial Group LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SageGuard Financial Group LLC, please contact the state securities regulators for those states in which SageGuard Financial Group LLC maintains a registration SageGuard Financial Group LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from SageGuard Financial Group upon written request. SageGuard Financial Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SageGuard Finanal Group’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Financial Independence Group / Advisors Excel and individually licensed and appointed insurance agents.
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