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.