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Do A Quick Self-Check
Are you Retirement-Ready?
- I’m sure I’ll be able to retire when I want to.
- I’m confident I’ll have enough money to last my entire life.
- My financial professional knows how to help me plan for possibly decades in retirement.
- My current financial strategy is designed to help me build income, preserve assets and minimize taxes.
Unless you could answer “Yes” to every question, we encourage you to give us a call.
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Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
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Evaluate
Using the Sage Empowerment Process, we’ll examine your current financial situation and determine your retirement needs.
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Plan
Receive a custom strategy to help you reach your unique retirement goals.
Attend a Live Event
Attend one of our informational events to learn more about retirement income strategies, wealth management and more.
Upcoming Events:
Get to Know Sage Wealth
Since 2000, Ginger Ottesen has been working with friends and neighbors throughout the Eugene, Oregon, area to help work toward their financial goals.