2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award

Individual Advisory Services

Take control of your financial future.

The first step towards achieving your dreams is increasing your financial IQ. Partner with us, and get immediate access to an entire team of financial experts who are masters in their craft.

We speak your language and work through your questions together, with zero judgment. Your goals are our goals. Period.

Individual Advisory Services

Taxes and financial planning can be confusing and overwhelming. Even financially savvy people are just one mistake away from a big headache or disappointment. It’s OK to ask for help. Everyone needs it.

When you work with Sager CPAs & Advisors you will enjoy a feeling of relief and clarity, always knowing what your financial path forward looks like.

Trust that we will always support your goals. You will feel heard. We only present innovative ideas and solutions crafted to suit your unique financial situation and vision.

  • Personal Financial Planning: One-on-one guidance and a comprehensive plan to manage risk and maximize your wealth
  • Retirement Planning: Optimize tax-advantaged strategies today to live the retirement of your dreams tomorrow
  • Estate Planning: Take care of your loved ones while avoiding red tape and frustrating pitfalls
  • Wealth Management: Take a high-level, integrated approach to managing the growth, preservation, and distribution of income and assets
We appreciate that our work deals with some of the most significant parts of our clients lives.

While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client.
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We listen. So you can stop worrying and start planning.

At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas.

The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation.

We believe that even the most successful business owners can benefit from professional financial advice and guidance, and everyone deserves to understand their financial situation.

Understanding finances and running a successful business takes time, education, and sometimes the help of professionals. It’s okay not to know everything from the start.

This is why we are passionate about taking time with our clients year round to listen, work through solutions, and provide proactive guidance so that you feel heard, valued, and understood by a team of experts who are invested in your success.

Here’s how we do it:

  1. Schedule a consultation. We want to understand your challenges and your goals.
  2. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized.
  3. You’ll gain a new sense of clarity about your financial situation as well as the path towards your goals.

Schedule a consultation today. And, in the meantime, download our free guide, “5 Conversations You Should Be Having With Your CPA” to understand how tax planning and business strategy both save and make you money.