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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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
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Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
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Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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.