Young Achievers (insert picture of young couple at work or your group of workers)
Are you driven to succeed? Individuals and married couples in the workforce with strong cash flow. Are you too busy to manage work, finances, home, kids and overall life. Let us help provide balance to your financial life so you can spend more time doing what you love to do.
Highly Compensated Executives: (insert picture of corporate executive woman)
Do you work for a large public company or a small startup? Highly Compensated Executives need to evaluate the risks involved with their employment and what percentage of personal net worth is tied to the company. We can provide strategies to diversify investments, hedge large stock option positions and protect your family in the event of death or disability.
Pre Retirees:(insert picture of family with teenage kids)
Are you age 50 to 65 with hopes of leaving your job and replacing your paycheck? Are you trying to save for retirement and college at the same time. These are common challenges facing todays pre retirees. At Sagamore Wealth, we can help you prioritize multiple goals and keep you on track.
Retired Professionals: (insert picture of retired couple on vacation or having fun)
Are you retired and having fun? Have the uncertain equity markets kept you on the sidelines. With record low interest rates on cash, it’s challenging to create retirement income to keep pace with inflation. Let us help you improve returns while managing risk to insure that you can live a happy, health retirement and leave behind the legacy that you want.
Business Owners: (insert picture of small business owner at work)
Did you know that over 50% of all small business owners are over the age of 55? As a small business owner, you wear many different hats at the same time. Do you need to set up and fund a small business retirement plan, put in place a buy/sell agreement with your partner(s), complete a business valuation and exit strategy or just transition your business to the next generation. At Sagamore Weatlh Management, our experience with business owners can let you do what you do best: run your business.