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Fee-Based Financial Planning

SageCrest Wealth Management financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, you and your advisor will develop customized financial strategies can work towards your financial goals 

  • We identify the values and beliefs most important to you and your family.
  • We establish a clear set of short & long-term financial goals based on your values & beliefs.
  • Together, with your tax, legal and other professional advisors, we compare financial alternatives and develop recommendations that work towards achieving your financial goals.

A well rounded financial plan examines your total financial picture: your current financial position, risk management, investment planning, retirement planning, tax planning, and estate planning. Your most valuable asset is time. The sooner you begin to plan for your financial future, the better your chances of working towards your goals

Separate from the financial plan and an advisors’ role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

matthew.bond@sgc-financial.com | (650) 573-8525