Whether for you or your family, managing your finances and preparing for retirement can be daunting tasks. You need a financial professional you can rely on for guidance, someone who will truly listen to your needs and goals. We engage you in a process that is not a once in a lifetime event. Our process is evolutionary, taking into account your resources, the financial decisions you need to consider, and the ongoing changes in your life.
This detailed and integrated approach is capable of addressing many of your financial concerns. By working with Sage Investments now, you may take control of your finances so they don't take control of you. The sooner you start, the more time you'll have to explore your options and take action toward helping achieve your dreams for the future. We look forward to the opportunity to learn how we can help you realize your financial goals.
Let's get started. The former General Store which houses the offices of Sage Investments dates from the 1800s and has been in Josh's family since the early 1930s.
This detailed and integrated approach is capable of addressing many of your financial concerns. By working with Sage Investments now, you may take control of your finances so they don't take control of you. The sooner you start, the more time you'll have to explore your options and take action toward helping achieve your dreams for the future. We look forward to the opportunity to learn how we can help you realize your financial goals.
Let's get started. The former General Store which houses the offices of Sage Investments dates from the 1800s and has been in Josh's family since the early 1930s.
Services
At Sage Investments, we believe in placing our clients first, building lifelong relationships, and exceeding expectations.
We do this by taking the time to listen, doing what we promise, and providing exceptional service.
As a financial professional and an active member of his community, Josh is dedicated to helping individuals and businesses build their financial futures.
To stay on top of his field and develop his professional skills, Josh regularly attends industry training and certification programs.
We do this by taking the time to listen, doing what we promise, and providing exceptional service.
As a financial professional and an active member of his community, Josh is dedicated to helping individuals and businesses build their financial futures.
To stay on top of his field and develop his professional skills, Josh regularly attends industry training and certification programs.
Homeowners, Personal Auto, Commercial Liabilty, Commercial Auto, Recreational Vehicles and more.
At Sage Investments, we believe in placing our clients first, building lifelong relationships, and providing unmatched customer service.
We do this by taking the time to listen, doing what we promise, and recognizing our clients are more than just their financial picture.
Investing in personal relationships that can span the milestones of a lifetime is our primary focus.
At Sage Investments, we believe in placing our clients first, building lifelong relationships, and providing unmatched customer service.
We do this by taking the time to listen, doing what we promise, and recognizing our clients are more than just their financial picture.
Investing in personal relationships that can span the milestones of a lifetime is our primary focus.
We will review your expectations, introduce you to our team, and explain the "Client Experience Journey."
We will review your current financial situation.
Based on the information provided, we will begin developing strategies to help you achieve your goals.
We will present potential strategies to help you achieve your goals.
Once we determine the strategies to help reach your goals, we will implement the solutions.
Through careful monitoring and a disciplined approach, we will meet periodically to help ensure you remain on the right path to achieve your goals.
We will review your current financial situation.
Based on the information provided, we will begin developing strategies to help you achieve your goals.
We will present potential strategies to help you achieve your goals.
Once we determine the strategies to help reach your goals, we will implement the solutions.
Through careful monitoring and a disciplined approach, we will meet periodically to help ensure you remain on the right path to achieve your goals.
Centaurus Financial Inc. is an independent broker dealer that allows us to focus exclusively on the needs of our client rather than be affected by pressure to offer a specific company's products.
Josh is a member of The National Association of Christian Financial Consultants (NACFC), a group of investment professionals committed to investment and financial planning disciplines centered upon biblical principles.
Josh is a member of The National Association of Christian Financial Consultants (NACFC), a group of investment professionals committed to investment and financial planning disciplines centered upon biblical principles.
We've put together a library of information on important financial topics that we believe you'll find helpful.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
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