Did you know that a 1% reduction in fees could add an additional 10 years to your retirement income?

Whom are you working with to manage your hard earned money?

  1. A commissioned based advisor looking to sell an exciting new product. Lots of upside with no downside risk?
  2. A relationship manager getting compensated to let someone else manage your money for an additional fee.
  3. An insurance advisor that thinks all of your assets should be in whole life insurance and annuities.
  4. A firm that wants all of your assets in their proprietary mutual or target date funds.

Let us help you lower your advisory fees, manage your money and provide reasonable long term return expectations.

Call:781-569-5909  Text:508-868-9980  jcasale@sagamorewealth.com

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