RETIREMENT PLANNING
  • About
    • Meet Ian Welham
    • Meet Paul Partridge
    • Our Unique Approach
    • How We’re Different
    • Helpful Resources
  • Services
    • Retirement Planning
    • Social Security
    • Investment Advisory
    • Reduce Retirement Taxes
    • Long-Term Care
  • Resources
    • Risk Calculator
  • Blog
  • Contact Us
  • Free Retirement Checkup
  • Search
  • Menu
  • LIVE A
    COMFORTABLE
    RETIREMENT
    FREE RETIREMENT CHECKUP
  • "BEING TAX SMART
    IS A GAME CHANGER"
    FREE RETIREMENT CHECKUP
  • Take-Care-Future_flipped
    A SIMPLE PLAN THAT
    SECURES MY FUTURE
    FREE RETIREMENT CHECKUP

AS FEATURED IN |

HERE’S HOW WE HELP YOU

MAKE

Grow your savings without taking big risks.

SAVE

A tax-efficient plan can increase your retirement income.

PROTECT

Making sure your money is there when you need it.

Free Retirement Checkup

OUR RETIREMENT PROFESSIONALS

IAN WELHAM 

CHARTERED ACCOUNTANT
FOUNDING PARTNER
RFC®, NSSA®   
Ian@SageFinancialPartners.com

Ian Welham is a former Ernst & Young accountant who became CFO for several international corporations. If tax considerations haven’t been part of your retirement planning, you owe it to yourself to see the difference that proper tax planning can make to you and your family.

Meet Ian Welham

PAUL PARTRIDGE
RFC®, NSSA®
FOUNDING PARTNER
Paul@SageFinancialPartners.com

Paul co-founded Sage Financial Partners in 2008. “People want to know how to retire comfortably without worrying about running out of money,” he says. “It makes sense to get a fresh perspective on your retirement plan – especially if you’re over age 55 when planning strategies change.”

Meet Paul Partridge

Sage Financial Partners BBB Business Review
NSSA_logo_h52px

FREE Retirement Planning Guide

Valuable information revealed! This book will tell you

  • How to avoid running out of money during your lifetime.
  • How to maximize your Social Security benefits.
  • How to choose the right Medicare option for your future and retirement.
  • How to protect your assets in case of illness.
  • How to protect yourself against Identity Theft.
  • Tips for Seniors, and much more!

Get your free retirement planning guide today!

GET MY GUIDE

WHAT IS YOUR PERSONAL RISK SCORE?

Does your portfolio have the right investment mix given your comfort (or discomfort) with risk?
Here’s a quick and easy way to see if your personal Risk Score and your portfolio are aligned.
Simply answer a few questions about your savings, risk tolerance and risk/reward comfort level, and the software assigns you a personal Risk Score between 1-100.
Get My Score

BLOG

3 Steps You Can Take to Minimize Risk

https://sagefinancialpartners.com/wp-content/uploads/2019/06/GettyImages-637080532.jpg 1414 2121 Paul Partridge https://sagefinancialpartners.com/wp-content/uploads/2019/11/sageLOGO-1-tagline-300x84.png Paul Partridge2019-06-24 16:46:442019-11-04 16:54:593 Steps You Can Take to Minimize Risk

4 Trends That Are Changing Retirement

https://sagefinancialpartners.com/wp-content/uploads/2019/05/April-D2.jpg 1414 2121 Paul Partridge https://sagefinancialpartners.com/wp-content/uploads/2019/11/sageLOGO-1-tagline-300x84.png Paul Partridge2019-05-24 19:53:032019-06-19 02:40:094 Trends That Are Changing Retirement

Late on Retirement Planning?

https://sagefinancialpartners.com/wp-content/uploads/2019/05/Late-on-Retirement.jpg 1414 2121 Paul Partridge https://sagefinancialpartners.com/wp-content/uploads/2019/11/sageLOGO-1-tagline-300x84.png Paul Partridge2019-05-10 16:52:522019-10-30 15:37:21Late on Retirement Planning?
Page 1 of 512345

…

Headquarters:
500 Morris Avenue, Suite 208, Springfield, NJ 07081
Phone: (973) 467-7979 / info@sagefinancialpartners.com

Advisory services offered through City Center Advisors, LLC a Registered Investment Advisor. Insurance products offered through Sage Financial NJ, LLC. Sage Financial Partners and City Center Advisors, LLC do not provide tax or legal advice. The information presented on this website is not specific to any individual’s personal circumstances. No information contained in this website is intended to be tax, legal or investment advice. Individuals should consult with their own tax, legal and investment professionals. This website does not constitute a solicitation to purchase or sell securities in any jurisdiction in which City Center Advisors, LLC is not registered. City Center Advisors, LLC is registered in the states of Michigan, New Jersey and Colorado.Sage Financial Partners and City Center Advisors, LLC are not affiliated with the Social Security Administration or any government organization.
© 2019 by Sage Financial Partners
Scroll to top