As an independent firm, we are committed to offering complete objectivity and unbiased advice.Learn More
We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
Our approach is designed to give you the information you need to make an informed decision.Learn More
Understanding Today's Financial Environment
Welcome to our website! Sagemark Consulting is a comprehensive financial planning firm serving the needs of individuals, families and business owners. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate; our personalized service and comprehensive financial planning process can help you achieve those goals.Contact Us
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
A collection of tips from professional travelers.
There are common mistakes you can avoid when saving for retirement.
When to start? Should I continue to work? How can I maximize my benefit?
Technology tips to make your next trip even better.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Make your retirement as exciting as your next vacation.
Why are 401(k) plans, annuities, and IRAs so popular?
With alternative investments, it’s critical to sort through the complexity.
Are you ready for retirement? Here are five words you should consider.
There are three things to consider before dipping into retirement savings to pay for college.
What is your plan for health care during retirement?