Sage Investments

Practical financial insights from the Sage Investments team — covering retirement planning, tax strategies, investment management, and wealth-building tips for families in Northeast Pennsylvania.

Sage Investments helps clients consider how tax decisions support their long-term financial goals.

The page says expenses can change over time and that about 45% of retirees could run out of money. It discusses overlooked costs and the importance of flexibility in retirement planning.

The page says retirement wealth includes health, relationships and a sense of purpose, not just a financial portfolio. It notes that an ideal retirement may fall short even with a solid financial plan.

Andrew Sheard is the Financial Planner of Sage Investments. He provides comprehensive risk management, investment allocation and tax planning services.

Chandra Dickison is the Senior Executive Assistant of Sage Investments. She coordinates client services with 20+ years of experience in finance and support.

Jonathan "Josh" Sheard is the Founder of Sage Investments. He provides leadership, financial planning guidance & client-focused wealth management services.

Katie McGinnis is the Executive Administrative Assistant of Sage Investments. She supports scheduling, client communication and daily operations.

Founded in 2004 by Josh Sheard, Sage Investments is a family-led financial planning firm in Honesdale, Pennsylvania. The firm says it has helped Northeast Pennsylvania families retire and build wealth for more than 20 years.

Sage Investments offers financial planning consultations in Honesdale, Pennsylvania, and serves Northeast Pennsylvania. The firm’s phone number is (570) 729-1020.

Sage Investments provides guidance on building a future.