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 before co-founding Sage. 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

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!

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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.

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