With over 50 years of experience assisting some of the most affluent families in America, Sagemark is uniquely qualified to help you build and preserve your financial legacy, for generations to come.Learn More
As a senior executive, the complexity of your overall estate, including your compensation and incentive packages and the tax implications of each, requires specialized expertise and experience to ensure full integration. We can help.Learn More
We understand that your business represents a significant part of not only your identity but also your wealth. Our experts can help ensure the long-term financial well-being of your family by maximizing the value of your business and integrating this key asset into other facets of your wealth plan.Learn More
Wealth Planning Conducted On Your Terms
With decades of experience working with successful individuals, we understand how busy and complex your life can be. We’ve taken this to heart and have centered our entire business on making it easier and more straightforward for you and your family to both manage your assets today as well as to plan for tomorrow.
Our expertise and personal approach to wealth management – conducted on your terms – will help you develop a thoughtful and practical blueprint to achieve your financial goals, whether for the short-term or for future generations.
We look forward to working with you.Learn more
Serve First, Last and AlwaysSM
Our business is driven by our deeply held belief that our clients’ needs always come first. This service-focused philosophy drives everything we do. Empathy, education and partnership are the key qualities that embody our “Serve First” philosophy.Learn more
A Partnership Built on Trust
Our clients frequently talk about the trust they have in our expertise and the confidence they’ve gained since starting to work with us. We make it our business to get to know you, your dreams, desires, obstacles and even your fears. Using our proprietary models and deep expertise covering insurance, tax laws and advanced planning, we then work closely with you and your advisors to develop an integrated plan that will not only meets your needs, but makes it easier for you to understand and manage those plans going forward.Learn more
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
This checklist can give you a quick snapshot of how prepared you are.
Second marriages are a trigger event to revisit any existing estate strategies.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
In the face of divorce, making changes to insurance coverage may be overlooked.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Here’s a crash course on saving for college.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are three things to consider before dipping into retirement savings to pay for college.
Smart investors take the time to separate emotion from fact.
The market is as unpredictable as the weather. We’d love to help you prepare.
It’s never a bad time to speak with your financial advisor about changes in your situation.