Broker Check
Great Legacies Financial Success Long-Term Partnerships

Affluent Families

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

Corporate Executives

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

Business Owners

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

Helpful Content

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

 

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

View all videos arrow