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PLANNING SERVICES



HOW WE CAN HELP

Among the ways SagePath can help clients:

  • Personal financial planning.
  • Defining financial goals.
  • Retirement planning strategies.
  • Investment portfolio design and asset allocation.
  • Cash-flow spending plans (budgeting) and debt management.
  • College funding advice.
  • One-time, periodic or ongoing financial or investment advice.
  • Second opinion on investments or current financial plan.
  • Financial seminars for various interest groups.
  • Fostering peace of mind through proper planning today.