Paul Partridge – RFC®
Founding Partner – Sage Financial Partners
Trusted advisor and Registered Financial Consultant Paul Partridge helps his clients get on track – or back on track – with their retirement dreams. His specialty is collaborating with women and men who want to enjoy a safe, secure, and most importantly – reliable – retirement plan.
“Many people we meet are approaching retirement either without a plan or with a plan based on maybes,” he says. “Maybe I have enough money to last through retirement. Maybe stocks will never go down. Maybe I’ll be able to work as long as I want to. Clients come to us looking to replace those ‘maybes’ with more certainty. They don’t want to spend their retirement years stressing and worrying about money.”
Paul sees his primary role as an educator. “I believe in giving people the facts, and letting them make the decision that’s right for them.” He is proud of Sage’s A+ rating with the Better Business Bureau.
After receiving his business degree from the University of Notre Dame, Paul enjoyed a successful business career. His clients included some of the world’s top companies: American Express, AT&T, Merrill Lynch and Bank of America, among other household names.
Those experiences shaped his approach to retirement planning. “In business, you’ve got to have a plan; and in retirement, you’ve got to have a plan,” he says.
Paul has been featured on Forbes.com and was a visiting scholar at High Point University. He has worked with many CPAs, and was editor of the book, “Changing the Face of Accounting.”
Married for over 30 years, Paul and his wife Lynne have two daughters. Paul has been active in youth sports, coaching soccer, hockey and lacrosse. He enjoys music, photography, golf and wine, not necessarily in that order.
Registered Financial ConsultantSM or RFC® Professional Designation
The Registered Financial Consultant (RFC) designation is a certification awarded by the International Association of Registered Financial Consultants (IARFC), a non-profit professional organization. To be eligible, financial practitioners must possess a baccalaureate or graduate degree in financial planning services or hold one of the following professional degrees or designation: AAMS, CFA, CFP, ChFC, CLU, CPA, EA, JD. Alternatively, a candidate may complete a CFP-equivalent course at an accredited institution or an IARFC approved curriculum and passed a written examination. Each applicant must have at least four years of professional experience in the field of financial planning or financial services, meet local licensing requirements, and adhere to the RFC Code of Ethics. The RFC designation requires 40 hours of Continuing Education every year, including two hours of business ethics every two years.
International Association of Registered Financial Consultants
The National Social Security AdvisorSM or NSSA® Certification
NSSA® certification holders have completed a course of study encompassing how benefits are calculated, how benefits are impacted due to earnings, how spousal benefits work, and the impact of public employee pensions on Social Security benefits. Certificate holders are also educated on various methods for maximizing benefits for married couples, divorcees, widows and widowers, as well as families under special circumstances. NSSA® certification holders must pass an end of course examination and maintain continuing education to stay current on Social Security changes.
National Social Security Association
FINRA recognizes the use of the NSSA Designation requiring 8 hours of course study, a proctored exam, and a 16-hour continuing education requirement every 2 years to stay current on Social Security issues and regulation changes.