Helping you live well today, without sacrificing tomorrow.
Founded in 2019 as a planning-centric wealth management firm, we exist to help individuals and families address the challenges and complexities of modern life and financial decision-making. Our diverse team has the expertise and experience to simplify the process and help you take action.
Case Studies
Does this sound like you?
These case studies highlight some of the work we commonly do for the families we serve:
Corporate Careers and Ready to Retire
Luke and Leah built wealth faster than their lifestyle grew and started wondering if early retirement was closer than they thought. See how we turned two strong corporate careers into a clear path out.
Business Owner Stepping Out of the Business
John had built significant wealth but no clear path to retirement around his business. See how we structured a tax-smart exit and a dependable income plan.
Mid-30s with a Growing Family
Jamie and Dylan were high earners playing it safe but craving clarity. See how we turned caution into a confident plan for their family's future.
Sage Wealth vs the Rest
How We're Different
A comparison chart that breaks down the service we provide vs. other professionals and DIY planning.
| Types of Advisors |  | Investment-Focused Independent Advisor | Traditional Broker or Insurance Advisor | DIY |
|---|---|---|---|---|
| Aligning Money With Life Priorities | ||||
| Detailed analysis of financial decisions | ||||
| Scenario planning | ||||
| Net worth updates and spending projections | ||||
| Education planning | ||||
| Multi-generational wealth planning | ||||
| Partner to walk with you through life's biggest decisions and goals | ||||
| Investment Management | ||||
| A reliable partner to walk with you through all seasons of life | ||||
| Access to donor advised funds | ||||
| Customizable portfolios | ||||
| Education on investment management | ||||
| Fiduciary oversight | ||||
| Integration of employer retirement plans, real estate, and other investments into plan | ||||
| Investment risk assessment | ||||
| Low cost investments | ||||
| Periodic investment monitoring and adjustments | ||||
| Simplifying and consolidating your accounts | ||||
| Tax efficient placement of investments (asset location strategy) | ||||
| Tax loss harvesting | ||||
| Private investment offerings | ||||
| Retirement Planning | ||||
| Employer plan document review | ||||
| Medicare analysis, review, and support | ||||
| Pension analysis and projections | ||||
| Retirement timing planning and support | ||||
| Retirement saving strategies | ||||
| Social Security analysis and optimization | ||||
| Customizable retirement income strategies | ||||
| Proactive planning for RMDs | ||||
| Taxes | ||||
| Focused on reducing your lifetime tax liability | ||||
| Strategies for deferring income when applicable | ||||
| Strategies for accelerating income when applicable | ||||
| Collaboration with your CPA | ||||
| Guidance on charitable giving | ||||
| Tax advantaged income planning | ||||
| Yearly tax review for planning opportunities | ||||
| Gifting strategies | ||||
| Cashflow | ||||
| Student loan planning | ||||
| Contribution / distribution planning | ||||
| Debt reduction / payoff plan | ||||
| Income planning | ||||
| Saving strategies for large purchases | ||||
| Emergency fund analysis | ||||
| Cash efficiency strategy | ||||
| Equity Compensation + Company Planning | ||||
| Public & private company stock exercise planning | ||||
| Understanding and diversifying concentrated stock | ||||
| Navigating investment blackout periods | ||||
| Ongoing employee stock monitoring | ||||
| Company benefit optimization | ||||
| Estate Planning | ||||
| Estate document review | ||||
| Execution support + review | ||||
| Making sure your wishes are reflected throughout your financial plan | ||||
| Consideration of future inheritances | ||||
| Risk Management | ||||
| Annuity review | ||||
| Health insurance review | ||||
| Home, auto, and personal liability review | ||||
| Life, disability, and long term care review | ||||
| Coverage analysis and recommendations | ||||
| Sale of annuities and insurance | ||||
| Real Estate | ||||
| Real estate purchase and sale analysis | ||||
| Relocation planning | ||||
| Rental real estate analysis | ||||
| Understanding and advising on real estate strategies (such as 1031 exchange, etc.) | ||||
| Professional Network | ||||
| Accountants | ||||
| Attorneys | ||||
| Healthcare brokers | ||||
| Insurance brokers | ||||
| Credit card optimization services | ||||
| Business Owner | ||||
| Evaluating business structure & when to update | ||||
| Discussing succession plan | ||||
| Advising on business retirement plans + benefits | ||||
Interested in learning more?
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Financial Advisors in Georgetown, TX
Sage Wealth Planning is an RIA headquartered in Georgetown, TX, with the flexibility to serve you virtually anywhere across the country.