FOR THE YOUNG PROFESSIONALS

Our team can work with you to take the next steps that fit your young professional lifestyle and retirement goals. Discover more today!

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Wealth Management

Our wealth management services team is designed to help you pursue your goals. Through smart investment choices, you can reap the benefits of an informed financial plan.

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Financial Planning

Planning your financial future starts here! Speak with a certified financial planner at Sage Financial today!

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Retirement Income Planning

Work with the team at Sage Financial to assess your financial situation and create a plan for your future, whether it’s a few years or a few decades away.

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WELCOME TO SAGE FINANCIAL

Do you know where you want your financial roadmap to take you?

Take the first steps to wealth planning and retirement income planning with our team at Sage Financial. Work with a financial advisor who is committed to helping you navigate your many financial options. Discover how we deliver experienced financial services through our mission and fiduciary responsibility.

Financial Planning

Wealth Management

Retirement Income Planning

For the Young Professionals

Focused On You

The Young Professional

Modern investing comes in many forms, so as a young, millennial professional you need an advisor who understands how to appropriately diversify your investments in the modern market.

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"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

Designed for You

A New Approach to Retirement Income Planning

Retiring confidently requires careful use of your resources. At Sage Financial, we help you navigate your financial options and choices.

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“Planning is bringing the future into the present so that you can do something about it now.”

- Alan Lakein

Meet Our Team

Meet the Sage Financial Team

Daniel J. Crocker, CFP®

Founder | Financial Advisor

(717) 399-5455

(717) 850-4441

daniel.crocker@sagepa.com

Diane Hagerstrom

Operations Manager

(717) 399-5455

(717) 850-4441

diane.hagerstrom@sagepa.com

Felipe Castaneda, CFP®

Financial Advisor

(717) 399-5455

(717) 850-4441

felipe.castaneda@sagepa.com

Download Our Free Retirement Planning Guide

Our retirement planning guide will help debunk common myths and provide the information you need to confidently pursue your goals on your journey to retirement. Download it now!

Schedule a free introductory meeting with us today.

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