Safe & Sound

RETIREMENT PLANNING

for Men and Women Over 55

HERE’S HOW WE HELP YOU

A Retirement Plan You Can Rely On

Retirement planning changes after age 55. How do you replace the income lost in retirement and maintain your lifestyle – without running out of money? SAGE offers a sensible solution. CLICK HERE.

Maximize Your Social Security Benefits

Over 90% of men and women don’t get the Social Security benefits they’re entitled to, but Social Security will NOT tell you. We’ll show you how to get every dollar that’s rightfully yours. CLICK HERE for details.

Save Tax

Make this mistake when taking Required Minimum Distributions (RMDs) and your tax bill can double or triple. Our founding partner is a Chartered Accountant and he’ll show you how to avoid it. CLICK HERE.

Free Initial Consultation

OUR RETIREMENT PROFESSIONALS

IAN WELHAM
RFC^®, NSSA^®
FOUNDING PARTNER
Ian@SageFinancialPartners.com

Ian brings his accounting and former CFO background to his role as a trusted retirement planning professional.

Meet Ian Welham

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

Paul co-founded Sage Financial Partners in 2008. “We bring a unique approach to retirement planning,” he explains.

Meet Paul Partridge

6 Ways We’re Different

Sage Financial Partners BBB Business Review

FREE RETIREMENT READINESS ANALYSIS

We provide a Free Initial Consultation to review your current needs and goals – including how to maximize your Social Security benefits. Some of the things we’ll discuss:

How much you may need in retirement
How much you’re on track to have
Ways to strengthen your plan
How retirement planning changes after age 55

Men and women tell us it’s an easy, no-pressure way to discover if we are the right fit for you. Simply book a time in our calendar.

Free Initial Consultation

5 GOOD REASONS TO CALL US

It makes sense to get a fresh perspective on your retirement plan – especially if you’re over age 55 when planning strategies change.
Always a good idea to get a second opinion.
Improve your financial security by learning how to maximize your Social Security benefits.
If tax considerations haven’t been part of your retirement planning to date, you owe it to yourself to see the difference that proper tax planning can make to you and your family.
We have insights you should see – and promise you’ll learn something you didn’t know.

Free Initial Consultation