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
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.
