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
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Currency has been around for a long time. Here’s a quick history lesson.
How to help determine life insurance needs to provide for your family after you pass away.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Learn a little about worldwide currency in this fun infographic
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When should you take your Social Security benefit?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What does your home really cost?
Women must be ready to spend, on average, more years in retirement than men.