Welcome to SageView Advisory Group
SageView Advisory Group, LLC is an independent Registered Investment Advisor with over 270 employees located in more than 30 offices nationwide. The firm provides unbiased retirement plan and wealth management consulting services to clients throughout the U.S. We have been evaluating and advising institutions and individuals since 1989.
SageView advises on over 1,900 defined contribution, defined benefit and deferred compensation plans and more than 4,000 households totaling $151 billion of client assets. Our advisors each have extensive experience in the financial industry and have worked with some of the largest plans in the nation.
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We are a team of experienced professionals ready to help take the mystery out of retirement planning.
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Helpful Content
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.