Sage Senior Partners share certain key values. At our most basic roots, we are family-first advisors who practice safe money strategies. We focus on those critical years in life where safe growth and asset protection are a must. Our clients are generally in their late 40’s to late 60’s and come to us seeking strategic guidance for Life’s Big Decisions: retirement planning, college funding, lifetime income, tax reduction, and maximizing their legacy for those they love. We specialize in safe, simple, sleep-at-night strategies that protect savings from inflation, taxes, and market volatility.