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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 (242-7526)

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.

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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