Broker Check

6550 North Wickham Road Suite 1 Melbourne, FL 32940

(321) 242-7526
Alan.Frisher@lpl.com
Account View

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.

Learn more

What We Do

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

Learn more

Why We Do It

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

Learn more

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>Spotting Credit Trouble</p>

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Learn More
<p>What is the Value of Your Business?</p>

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
Learn More
<p>Extended Care: A Patchwork of Possibilities</p>

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
Learn More

Schedule a Free Consultation

Thank you!
Oops!
;