Financial planning is a team effort. We don’t just invest your finances for you, but work hand-in-hand to help you understand the principles and strategies of your finances, find answers to all your questions and choose an approach that balances risk management and wealth planning to help you prepare for your career and retirement goals.
Our commitment to you is that we will always act in your best interest. A licensed Certified Financial Planner™ is committed to providing educated advice that is tailored to your specific situation.
Contact us to learn more about our wealth management, financial planning and retirement planning services. Don’t wait until you’re reaching retirement age, but start planning out your finances and retirement at the start of your career. Take steps to work towards your dream retirement you deserve with the help of a financial team that has your best interests in mind.
Founder | Financial Advisor
Daniel J. Crocker, CFP®, is a Registered Securities Principal with LPL Financial, and founder of Sage Financial. A graduate of Millersville University, Millersville, PA with a Bachelor of Science in Finance and a minor in Economics...
Felipe Castaneda, CFP®, is a Financial Advisor with LPL Financial and the newest member of Sage Financial. He holds his Bachelor of Science degree in Finance from West Chester University, with a double minor in Spanish and...