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6550 North Wickham Road Suite 1 Melbourne, FL 32940

(321) 242-7526
Alan.Frisher@lpl.com
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What is that “AHA” financial moment?

It’s something that everyone eventually experiences. It’s that precise instant when you finally realize that you must plan for your financial future if you want to achieve your financial goals.

The countdown to your financial future begins today!

Let Sage Financial Management help you plan for your financial success so you can effectively work through your “AHA” financial moment!

Call to schedule a free consultation today.

321- AHA-PLAN ®

Plan for your "AHA" financial moment with Sage Financial Management

Who We Are

Years of experience have prepared us to guide you through your life transitions.

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What We Do

We create strategies that are tailored to your needs and goals.

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Why We Do It

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Take Good Care Of Yourself

Like many women, you probably maintain a demanding schedule, drive household purchasing decisions, and still find time to care for your families or other loved ones. With all that responsibility, it's important to take good care of your own financial future.

My thoughtful, objective guidance can help you develop a strategy that pursues your objectives for retirement and other long-term financial goals.

The Countdown to Blast Off Begins Now

Do you know how to set up your financial goals for success?

Call Sage Financial Management at 321-AHA-PLAN ® (242-7526)

Countdown to Your Financial Future!
Call 321-AHA-PLAN ® (242-7526) today for more information or to schedule a free consultation.

<p>Why Regular Rebalancing Makes Sense</p>

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.
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<p>Inflation and Your Portfolio</p>

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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<p>How to Appeal Your Property Taxes</p>

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
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Schedule a Free Consultation

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