- Private Wealth Services
- What We Do
- Meet Our People
- Financial Planning
Welcome to Sagemark Consulting
"Beating the Midas Curse"
Jim Dean is a contributing author to the book, Beating the Midas Curse,also authored by Perry L. Cochell and Rodney C. Zeeb from The Heritage Institue™
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Put Your Future in Capable Hands
- We identify your needs and objectives.
- We fully analyze and evaluate your personal situation.
We provide a fully integrated total wealth management framework that gives our client's a complete view of their financial and planning issues.
The benefits of this approach are obvious. You gain a greater appreciation of your financial situation and the impact that various options can have on the financial well-being for you and your family.
We're with you all the way.Many of our clients have long-term advisors - an attorney, a CPA, a broker - they already trust. We supplement and coordinate the work these advisors do for your estate, retirement and business owner planning. Specifically, we look at all areas of your financial plan and pull them together in a cross-disciplinary manner to most effectively help meet your financial security and asset preservation needs and objectives.
We help you see the big picture.Inflation. Changing tax laws. Volatile financial markets. Evolving personal, business and family circumstances.
Succeeding in business succession.Today, fewer than one-third of family businesses survive to the second generation, and only about 12% make it to the third.1
Reducing the burden of estate taxes.Proper planning is the key to minimizing your estate settlement costs and preserving more of your estate. Without it, estate taxes can claim up to half of everything you own.
Retiring with a sense of security.Leave as little as possible to chance. That's our number one rule in helping our clients enjoy the secure retirement they deserve and desire.
Investing with confidence.Once we help identify your objectives, assess your risk tolerance and scrutinize your portfolio, we can suggest the appropriate asset allocation strategy. Based on your own preferences, we'll recommend specific investment products to help you reach your goals.
Getting educated.When it comes to preparing for your children's or grandchildren's education, you may need help. We stay on top of changing tax rules that affect education funding and can help you determine the appropriate way to approach this need.
Choose your solutions. Secure your future.We complement our financial planning with an exceptional portfolio of insurance and investment products, all offered by leading companies that meet our strict due diligence criteria.
The Partner of ChoiceAs a company, we believe in providing our clients with clear solutions in a complex world. We believe in service - first, last and always. We believe that long-term customer relationships are more important than short-term gains, and will never sacrifice the former for the latter.
1 Source: Joseph Astrachan, Ph.D., editor, Family Business Review, as cited by Family Firm Institute, August 2001.