Sage Financial Services

Sage Financial Services In conjunction with Sage Financial Services and LPL Financial LLC, we also provide access to a wide range of services to business clients.

Securities, Financial Planning and Advisory Services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC www.finra.org www.sipc.org Sage Financial Service’s financial consultants are professionals who have passed Sage’s and LPL Financial LLC’s rigorous tests for suitability to our roles, especially when it comes to our dedication to helping clients manage their finan

cial lives. As your financial consultant we have many objectives: to prepare you for major life events like buying a home and funding for college, to guide you and your family on the path to long-term financial independence, to help you live comfortably in retirement – and even work on plans to help you pursue a lifelong dream. From employee benefits programs to executive compensation plans to business exit and succession planning, we specialize in bringing all the necessary experience to the table to provide innovative, tax-efficient business strategies to help you stay competitive and thrive. Third-party posts found on this profile do not reflect the view of
LPL Financial and have not been reviewed by LPL Financial as to accuracy
or completeness. For a list of states in which I am/we are registered to do business, please visit https://www.sagecapitalbank.com/investments.html
Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit


Securities offered through LPL Financial, member FINRA www.finra.com / SIPC www.sipc.org. Insurance products offered through LPL Financial or its licensed affiliates. Sage Capital Bank and Sage Capital Bank Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. LPL financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Securities, Financial Planning and Advisory Services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC. Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity

06/02/2026

The One Big Beautiful Bill Act of 2025 permanently suspended the deduction for miscellaneous itemized deductions subject to the 2% floor, including hobby expenses, and these expenses still cannot be claimed as an itemized deduction on Schedule A of IRS Form 1040.

06/01/2026

Did you know you may be able to "undo" or recharacterize regular (i.e., non-rollover) IRA contributions? In effect, you get to treat a contribution to one IRA as having been made directly to a different IRA.

05/31/2026

A defined contribution plan is a qualified employer-sponsored retirement plan that provides each participating employee with an individual plan account earmarked for the employee. Depending on the type of defined contribution plan, plan contributions may be made by (1) only the employer (e.g., a pro...

05/30/2026

A "Roth 401(k)" is simply a 401(k) plan that allows employees to designate all or part of their elective deferrals as qualified Roth 401(k) contributions. Qualified Roth 401(k) contributions are made on an after-tax basis, just like Roth IRA contributions. This means that there's no up-front tax ben...

05/29/2026

A cash balance plan is a qualified employer-sponsored retirement plan that has become increasingly common in recent years as an alternative to (or replacement of) the traditional defined benefit pension plan. Though it is technically a form of defined benefit plan, the cash balance plan is often ref...

05/28/2026

When selling your business — whether to a family member, a key employee, or a third party — you effectively become a lender to the business unless the sale is entirely for cash.

05/27/2026

Congress continues to increase the tax and estate planning benefits of 529 plans, making them a must-consider tool for parents and grandparents.

05/26/2026

Elon Musk is all about big numbers — billions, trillions – and you can find them sprinkled throughout an extraordinary document he just filed to take his rocket maker public.

05/25/2026

“Hot girl summer” may not be over—but rising travel costs and the jet fuel crunch are giving it a more practical update: a flexible, budget-aware version of summer travel.

05/24/2026

Consider opening a family office only if you’re ready to be a builder of teams, systems, tax strategy, estate architecture, and culture. Here's more from the founder of Tiger 21, the peer network where some of the world’s most accomplished wealth creators rigorously stress‑test each other’s ...

Address

1606 N Sarah Dewitt Drive
Gonzales, TX
78629

Telephone

+18308572216

Website

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