Let's Create a Financial Plan
that fits your

needs and dreams

Call Us When

When the clarity is there, the decisions are easy.

Investing

You have investments and you’re not sure if they are right for you or if they are performing as they should. Perhaps you just want a second opinion.

Cash Flow

You want fun, novelty, and security in life and you’re not sure what you can afford. You don’t want to run out of money, and you want a financial plan that shows what you can do.

Taxes

You wonder if you are paying too many taxes and need to know if there are other tax strategies you should be exploring.

Financial Literacy

You want to work with someone who will take the time to educate you along the way so you can make informed, confident decisions. Transparency is critical.

Asset Protection

It’s your life savings. You’d like to know the red flags in your planning and explore ways to protect assets from loss and creditors.

Legacy Planning

You want to leave money to your family or your favorite charity. Help organizing your affairs and eliminating unnecessary tax and legal fees are important.

Your journey begins
with a complimentary phone call.

Let's Create a Finanacial Plan That Fits Your

needs and dream

All Clients Services

are tailored to fit

Your Needs and Your Budget

Disclaimer

Sage Path Solutions does not offer tax or legal services but may provide references to tax or legal providers. Sage Path Solutions may also work with your tax preparers or legal counsel.

Let's Create a Financial Plan that fits your