SageCreek Planning & Investments
Financial Services - Cave Spring, VA, US
SageCreek Planning & Investments Employees
Rachel McCray
CERTIFIED FINANCIAL PLANNER⢠Practitioner at SageCreek Planning & Investments
John Bradberry
CERTIFIED FINANCIAL PLANNER⢠Practitioner, Financial Services Representative
SageCreek Planning & Investments Details
At SageCreek Planning & Investments, our sole purpose is to create better financial outcomes for our clients. We help through the use of fundamental financial planning principals focusing on the efficient management of cash flow, taxes, and investments. By partnering with a trained, certified financial professional, our clients enjoy greater freedom to pursue the lifestyle they've imagined. We work with clients to develop a growing stream of predictable income to support and maintain their lifestyle and, possibly, leave a legacy. We accomplish this by analyzing where you are now, and developing a plan to take you where you want to go. Trust and confidence that we will effectively navigate your financial goals enables you to pursue your personal goals.Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Sage Creek Planning and Investments. SageCreek Planning & Investments, 4233 Colonial Avenue Roanoke, VA 24018, (540)767-4834. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DE, FL, IL, IN, KS, KY, MA, MD, MI, MO, MS, NC, NE, NV, NY, OH, PA, SC, TN, TX, UT, VA, WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
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