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

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
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Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

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06/26/2026

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06/25/2026

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Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

06/24/2026

The latest issue of Market Week is available.

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment str...
06/24/2026

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Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

06/23/2026

Section 403(b) of the Internal Revenue Code (IRC) describes a special type of defined contribution retirement plan available only to public schools, tax-exempt organizations, and certain ministers. Section 403(b) provides an exclusion from current income for employer contributions and employee pre-t...

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Are you planning to work after taking Social Security benefits? Know the rules.
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What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
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What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

Address

1606 N Sarah Dewitt Drive
Gonzales, TX
78629

Telephone

+18308572216

Website

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