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Grow your savings without taking big risks.
A tax-efficient plan can increase your retirement income.
Making sure your money is there when you need it.
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.
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.”