Services | Capital Sage Website

Our Services

At Capital Sage , we offer a range of services to meet your needs.

Retirement Planning

We offer comprehensive planning services for your Estate, Will, and Trust. Our primary emphasis is on your retirement objectives and the strategies to realize them. You shall consistently be our top priority. Our team will devise a detailed and actionable plan to assist you in maintaining your retirement status and fully enjoying your well-deserved retirement.

Estate Planning

Cash flow Assessment

Tax Efficiency

Medical and Life Insurance

Financial Planning

In a perpetually evolving world, the significance of financial planning has escalated to unprecedented levels. Our team of experts acknowledges the critical importance of each dollar earned and saved. We strive to comprehend your current circumstances and develop tailored solutions designed to assist you in attaining your future objectives.

Portfolio Management

Retirement Accounts

Kids Education Planning

Tax Advisory

Insurance Planning

Protection constitutes the fundamental principle of all financial planning. It is essential to safeguard the most valuable asset, namely "YOURSELF." By ensuring the safeguarding of this asset, you not only protect your well-being but also provide peace of mind for yourself and your family.

Life Insurance

Annuity

Long Term Care

Insurance Advisory

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Disclaimer:
Advisory services are offered through Secure Investment Management LLC, a federally Registered Investment Adviser with the SEC, DBA Capital Sage Wealth Management. Note that registration as an investment adviser does not imply any particular level of skill or training. Capital Sage Wealth Management is independently owned. CA Insurance Lic. #4305865. For monitoring or training purposes, calls, zoom videos, and other digital interfacing conversation devices may be recorded. This message is intended exclusively for the individual or entity to which it is addressed. The information in this message and any files transmitted with it is confidential, may be legally privileged, and intended only for the use of the individual(s) named above. Be aware that the use of any confidential or personal information may be restricted by state and federal privacy laws. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately and delete all copies of this message. The contents of this message and its attachments are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. This message is not intended to solicit the sale of any securities, nor is it intended to give investment advice since you must speak with a licensed, registered representative or investment adviser representative for this purpose.