Services

Services Provided

I specialize in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore the website and the wealth of information available. I offer personalized, hands-on service, educating clients about financial concepts and products.

I understand the many challenges of retirement today and knows the biggest concern for many is outliving their money. I am focused on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Planning

401(k) Planning

403(b) Planning

College Plans

Estate Planning

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about the services offered, send a quick email or call the office. I welcome the opportunity to speak with you.

rishi@sage-wealthadvisory.com | 724-241-8887