Financial Planning & Checkup

Financial Planning with the Sagent|Financial Checkup

The Sagent|Financial Checkup, is a complimentary report that provides a comprehensive analysis of your investments and your overall financial health along with a plan designed to help you achieve your long-term financial goals. It is presented one on one, online or in person by a trusted advisor. It’s a risk-free way for you to find out exactly where you stand, and to let us map a course designed to get you to your financial destination. Along the way, you’ll also get to know the associates at Sagent Wealth Management.

What can a Financial Checkup tell you?

  • Have you saved enough for retirement and education?
  • Are you in the right investments?
  • Have you adequately provided for your loved ones?
  • Do you need to create or update a Will, Living Trust or Health Care Directive?

Who should consider a Financial Checkup?

Are you considering a change? Would you like to consolidate your investment and retirement accounts? Would a second opinion from a professional Investment Advisor be helpful? Is it time to re-evaluate your investment portfolio or financial future? Are you concerned about the financial path you’re on? If so, you might benefit from a complimentary Financial Checkup.

Complimentary Financial Checkups are provided to investors with investment portfolios of $250,000 or more (Includes cash, stocks, bonds, mutual funds, 401(k)’s and other retirement Accounts)

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Let's talk more about your complimentary Financial Checkup. Click here or go to CONTACT US.