Overview
Your partner for every stage of your financial life
At Sage Rutty & Company, we are committed to providing a full suite of comprehensive financial services designed to help you create, grow, and preserve your wealth. Whether you are planning for retirement, safeguarding your legacy, or optimizing your investments, our advisor teams are dedicated professionals that are here to guide you every step of the way.
Estate Planning
Trust and Will Guidance
Tailored strategies for estate plans including trusts and wills guidance to ensure your assets are distributed according to your wishes.
Probate Strategies
Implementing strategies to minimize delays and costs associated with probate proceedings.
Legacy Planning
Comprehensive strategies to preserve and pass on your values and assets to future generations, with great attention to tax implications and family dynamics.
Wealth Management
Customized Investment Strategies
Tailoring portfolios to align with your financial goals, risk tolerance, and time horizon.
Portfolio Monitoring and Adjustments
Continuous monitoring of investments with proactive adjustments to seize opportunities and mitigate risks.
Goal-Oriented Financial Guidance
Providing personalized advice and strategies to help you achieve long-term financial objectives, whether for retirement, education, or wealth preservation.
Retirement Planning
Personalized Retirement Income Strategies
Designing tailored plans to ensure a steady income throughout retirement, aligning with your lifestyle goals.
Risk Management and Asset Allocation
Evaluating risks and adjusting asset allocations to help safeguard your retirement savings against market fluctuations.
Social Security Optimization
Maximizing Social Security benefits through strategic claiming strategies tailored to your unique financial situation and goals.
Tax Planning
Tax-Efficient Investment Strategies
Structuring investments to minimize tax liabilities and maximize after-tax returns.
Year-Round Tax Planning
Proactive tax planning throughout the year to optimize deductions, credits, and tax-deferral opportunities.
Tax Return Review
The review of prior year returns to assess the accuracy as well as any potential deductions and credits that should have been applied.
