Firm and Services

Sage Investments is a full-service financial consulting firm dedicated to helping clients build wealth and protect their hard-earned assets.  The firm is completely independent, so loyalty belongs exclusively to the clients -- not to a parent company.  Josh Sheard can help you  by sharing valuable insight and experience, so you can understand your options and make the choices that best suit you and your family.  

Sage Investments' independence enables relationships with a number of industry-leading brokerage firms and insurance providers whose best products are used to create customized client portfolios. Sage recommends only those products and services that can be tailored to suit your unique needs.   Sage Investments can assist you with an overall financial plan including the following: 

• Alternative Investments - REITs, Equipment Leasing, Oil & Gas
• Estate Planning - Life Insurance, Long Term Care Insurance, Disability Insurance
• Fixed Income - CD's, Bonds, Fixed Annuities
• Retirement - IRAs, ROTH IRAs, Annuities
• Variable Investments - Mutual Funds, Stocks, Variable Annuities

Please contact us to schedule a complimentary consultation.  This will give an opportunity to gather information about your needs and what is important to you.  With this information, Josh will then research available options, develop a plan and make recommendations that are the most beneficial choices for you.  

Wisdom is the principal thing.