Do You Spend More Than You Make?

Even if you have a good job and earn a steady income, saving money is easier said than done. What steps should you take to set yourself up for financial stability?

  • How do I adjust my payroll withholding for tax purposes?
  • As an independent contractor, what are my tax advantages?
  • Should I incur more debt? Pay off my student loan? Buy or lease a car?
  • When does it make sense to purchase a home or rental property?
  • What do I need to know about my retirement plan NOW?
  • Should I consider life and/or disability insurance?

Sage Tax & Financial Solutions can answer your questions and provide you with trusted tax and financial information.


Tax Services
  • Tax Reduction Planning
  • Individual Tax Returns, Multi-State, Non-Resident, Prior Year & Amended Returns

Financial Services

Building and preserving your personal wealth requires specialized attention. As a licensed Financial Services professional, we partner with Next Level Advisors and can help you plan and develop strategies that fit your individual needs.

To learn more about our tax and financial services, contact us today to set up a free consultation.