Welcome To Sagemark Consulting
Jeff Nelson |
After decades of work with high net worth families, we pride ourselves on providing an extremely high level of service. Our wholistic approach to planning utilizes a cross-disciplinary review to develop a customized plan that is based on each client’s specific goals. We often find that our clients have had some professional work implemented in the past. We also find that previously implemented strategies have been implemented at various times, with various people involved, resulting in a lack of coordination with the overall plan. Closing these coordination gaps, as well as identifying new opportunities, often results in a significant financial benefit to the family.Newsletters
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Separately Managed Accounts: Tax-Efficiency and Tailored for You
With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
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Midyear Checkup: Can You Contribute More to Your Retirement Plan?
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.