SageSpring Wealth Partners

At SageSpring, we're dedicated to providing sophisticated wealth management solutions that help minimize surprises, reduce stress, and save you time and money. Our comprehensive services include everything from balance sheets and full oversight of your wealth to tax-efficient investing. Whatever your financial needs, we’re here to support you every step of the way. Let us help you navigate your financial journey with confidence. https://lnkd.in/eTUhhM9C #SageSpringWealthPartners #FinancialAdvisor #Investments #RetirementPlanning #WealthManagement #FinancialPeace

Have you ever dreamt about what leaving a #legacy could mean for your family? Maybe you've built a lot of #wealth and want to pass that along to future generations. Or perhaps, you'd like to establish a giving fund that benefits a #charity close to your heart when you’re gone. If you’ve spent a lifetime #giving, there’s no reason you can’t continue making an impact on the world even after you’re gone. From charitable giving accounts to wills, trusts, and retirement accounts, the possibilities are there to ensure your legacy lives on. What’s your legacy vision?  👇 #LegacyPlanning #WealthManagement #FinancialGoals #CharitableGiving #EstatePlanning #Legacy #LegacyBuilding

When you team up with a skilled advisor, you gain their expertise and a clearer picture of your financial situation. They’ll help create a customized plan to achieve your short-term and long-term goals while keeping you on track and adjusting as life changes. Curious about how they can assist you? See below for common areas where a financial advisor can provide valuable guidance. #FinancialPlanning #SageSpringWealthPartners #FinancialGoals #Finances #FinancialServices

Freelancers, are you ready to level up your financial game? Managing your #finances as a #freelancer can be challenging, but with the right strategies, you can achieve stability and long-term success. Swipe through our latest carousel to discover unique tips designed to help you save, grow, and protect your income – from automating your savings to exploring income protection insurance. #Freelancer #FreelancerFinances #FinancialAdvisor #SmallBusiness

While medical treatments are often the focus, we can’t forget the non-medical costs that add up for breast cancer patients and their families. Below are just a few to account for. If you're moved to help, consider donating to BreastCancer.org. This vital digital resource assists breast cancer patients in finding reliable answers to questions about their risk, diagnosis, treatment plans, surgical options, and more, empowering them to live fulfilling lives beyond breast cancer. Together, we can make a difference. https://lnkd.in/gppZHx7 #BreastCancerAwarenessMonth #BreastCancer

Medicare Open Enrollment started this past Tuesday, and now through December 17th, you have the chance to review and adjust your #Medicare plans to make sure you have the coverage that fits your needs. Keep these important dates in mind: October 15: Open Enrollment Begins December 7: Last Day to Enroll or Make Changes January 1: New Coverage Begins Don’t miss out on this chance to optimize your Medicare benefits! If you have any questions or need assistance, our team at SageSpring is here to help. #MedicareOpenEnrollment #SageSpringWealth #HealthCoverage

Life is full of financial turning points and challenges. While some feel confident navigating them independently, there are moments when professional guidance can be invaluable. If you’re unsure about your financial future, the questions in this graphic may help guide you. If you find yourself answering “no” or feeling uncertain, it might be time to consider partnering with a financial advisor. Remember, seeking professional help isn’t a sign of weakness – it’s a proactive step toward building a secure financial future. Let us support you on your journey - www.sagespring.com/contact #FinancialConfidence #SageSpringWealthPartners #PlanForYourFuture #Investments #FinancialAdvisor

For #BreastCancerAwarenessMonth, we come together to raise awareness, support, and honor those affected by breast cancer. If someone you love has just been diagnosed, there are many ways you can help—whether it’s offering emotional support, helping with finances, or simply being there. Small acts of care make a big difference.     Check out our tips on what you can do to support your loved one through this journey. #BreastCancerAwareness #SupportTheFight #EarlyDetectionSavesLives #BCRF

With #Medicare constantly evolving, it’s vital to stay informed about your options and key enrollment periods, especially as we approach the end of the year. We’re hosting a webinar on October 14, 15, and 16 at 9:00 AM and 5:30 PM CST to help you better understand Medicare. Jim Hurd, a Medicare expert with HealthMarkets, Inc., will guide you through the details and strategies to avoid common pitfalls. This webinar is perfect for: - Those nearing Medicare eligibility   - Caregivers helping loved ones   - Anyone with questions about Medicare changes 👉 Reserve your spot today and ensure your healthcare needs are covered! https://lnkd.in/eHNjqGE6 #MedicareEnrollment #Healthcare #Webinar #MedicareEligibility

We’re beyond excited to share that SageSpring has been named to Forbes / SHOOK Research’s Top RIA Firms list for 2024! 🎉 Being recognized among the top firms in the country is a testament to the dedication we have in stewarding your wealth and preserving it for the long haul. With over $1.6 trillion in assets being managed by the 250 firms on this list, we’re honored to be part of such a prestigious group. Thank you to our incredible clients for trusting us with your financial journeys—this achievement wouldn’t be possible without you! Check out the full list here: https://lnkd.in/gyRbJuW8 #Forbes #TopRIAFirms #Wealth #ShookResearch The Forbes America's Top RIA Firms 2024 is based on the period from 3/31/2023 to 3/31/2024 and was released on 10/10/2024. Approximately 46,212 nominations were received and 250 companies won. Compensation provided for using the rating. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/45nGmCD. Forbes Link: https://lnkd.in/eapezuzQ.