I did not come from a family with money. I saw people I love and respect make financial mistakes that made their dreams very hard to reach or altogether unattainable. The first time I stepped in a finance class in college, I discovered that these pitfalls were not inevitable, and I knew that I wanted to spend my life helping people make the right decisions with their hard earned money.
I started Sage Hills Financial with a focus on recognizing my client's passions and watching them pursue their goals. My dad used to say, "Prior proper planning prevents poor performance." The goal of Sage Hills Financial is to help people get a plan in place with an understanding of what their goals are and how we are going to make their money go to work.
I started Sage Hills Financial with a focus on recognizing my client's passions and watching them pursue their goals. My dad used to say, "Prior proper planning prevents poor performance." The goal of Sage Hills Financial is to help people get a plan in place with an understanding of what their goals are and how we are going to make their money go to work.
Services
LPL Financial is one of the nations leading financial services companies and a publicly traded company under the ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
You have done a good job-saving. How will these assets pass on to future generations? Will you be subject to estate tax? How will your kids and grandkids be taxed on inherited assets? Working with estate planning attorneys, I can assist you in coming up with a plan to get these assets to the next generation.
Most people think all financial planners are "certified, " but this isn't true. Just about anyone can use the title "financial planner." Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFPprofessional. CFP professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest.
I have been a Dave Ramsey fan for a while. I have gone through the babysteps myself and I remember the day that I gave my debt free scream. Being debt free when you start investing makes you a powerful saver which in turn makes you a more powerful Investor. I am happy to be a part of this program where I can work with other people that believe what Dave is teaching.
Reviews (1)
Michael Ferrill
Nov 03, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Since we started working with Joe at Sage Hills Financial we have experienced terrific growth!!! He will take as much time as needed to make sure you are comfortable with all your investment strategies!!! He is so GREAT to work with!! We were lucky to find him!!
Since we started working with Joe at Sage Hills Financial we have experienced terrific growth!!! He will take as much time as needed to make sure you are comfortable with all your investment strategies!!! He is so GREAT to work with!! We were lucky to find him!!