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Financial Services
Tax Planning
Our Team
Attend an Event
Refer a Friend
Medicare Partnership
Resources
Schedule a Meeting
Subscribe to our YouTube Channel

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Tax & Financial Planning Seminar

Register For This Event

Location:

Magnolia, TX
United States
Directions

Date:

December 1, 2022

Time:

6:30 pm - 7:30 pm

Register For This Event

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All communications by SageGuard Financial Group, LLC or any of its managers, officers, employees, representatives, affiliates or agents (collectively “SageGuard”) are subject to our Terms of Service. Please note that any written or oral communication, provided directly or indirectly to you by SageGuard is in no way to be considered or construed as a solicitation for investment, nor is it intended to be legal or tax advice. Do not use email to request, authorize or effect the purchase or sale of any security or insurance product or service, to send fund transfer instructions, or to effect any other transactions, as SageGuard is not authorized to accept these requests via email. Any such requests, orders or transactions sent via email will not be accepted and will not be processed. All SageGuard email communications are electronically recorded and archived, and are subject to review, monitoring and disclosure to someone other than the recipient. The transmission of information via email is not completely secure, and SageGuard cannot guarantee the security of personal information transmitted through email. This email and any attachments are intended only for the individual or company to whom it is addressed and may contain information which is privileged, confidential and prohibited from disclosure or unauthorized use under applicable law. If you are not the intended recipient of the email, you are hereby notified that any use, dissemination, or duplication of this email or the information contained herein is strictly prohibited by the sender. If you have received this email in error, please inform the sender and immediately destroy all copies from your system.

Securities offered through TD Ameritrade Institutional, located at 5010 Wateridge Vista Dr., San Diego California 92121, (800) 431-3500. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services. None of these entities are affiliated with the Social Security Administration or any other governmental agency. Texas insurance license #__________.

The information provided in these materials is for illustrative purposes only. Opinions, forecasts, and recommendations are solely those of The Wehrly Group. The projections used, including inflation rates and investment rates of return, are estimates only and in no way guarantee future performance. The assumptions and calculations are estimates and are meant to serve solely as a guideline. If any assumptions used in these materials are not realized, then the calculations will be inaccurate. There is no express or implied guaranty or warranty that any result shown will be achieved. Investing involves risk, including possible loss of principal. Any statements or recommendations regarding annuities are solely those of The Wehrly Group. Annuity guarantees are based on the claims-paying ability of the issuing insurance company. Annuity interest rates are based upon annuity contracts that are currently available in the marketplace. Actual rates will depend upon the specific terms of the annuity contract entered into between the client and insurance company. Interest credited on certain fixed indexed annuities may be calculated differently than the relevant market index and result in a lower credit. Certain annuity features may require additional conditions and costs, and surrender charges for early withdrawals may result in a loss of principal. Withdrawals of earnings may be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty.

TAX ADVICE DISCLOSURE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Contact Us

Phone: 281.528.5760
Fax: 832.553.1815
Send us an email!

Our Location

Office closed on March 29th, May 27th and July 4th
17015 Seven Pines Drive, Bldg. 1
Spring, Texas 77379
Get Directions

Privacy Policy | Terms of Use | Disclosures

Privacy Policy | Terms of Use

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All communications by SageGuard Financial Group, LLC or any of its managers, officers, employees, representatives, affiliates or agents (collectively “SageGuard”) are subject to our Terms of Service. Please note that any written or oral communication, provided directly or indirectly to you by SageGuard is in no way to be considered or construed as a solicitation for investment, nor is it intended to be legal or tax advice. Do not use email to request, authorize or effect the purchase or sale of any security or insurance product or service, to send fund transfer instructions, or to effect any other transactions, as SageGuard is not authorized to accept these requests via email. Any such requests, orders or transactions sent via email will not be accepted and will not be processed. All SageGuard email communications are electronically recorded and archived, and are subject to review, monitoring and disclosure to someone other than the recipient. The transmission of information via email is not completely secure, and SageGuard cannot guarantee the security of personal information transmitted through email. This email and any attachments are intended only for the individual or company to whom it is addressed and may contain information which is privileged, confidential and prohibited from disclosure or unauthorized use under applicable law. If you are not the intended recipient of the email, you are hereby notified that any use, dissemination, or duplication of this email or the information contained herein is strictly prohibited by the sender. If you have received this email in error, please inform the sender and immediately destroy all copies from your system.

Securities offered through TD Ameritrade Institutional, located at 5010 Wateridge Vista Dr., San Diego California 92121, (800) 431-3500. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services. None of these entities are affiliated with the Social Security Administration or any other governmental agency. Texas insurance license #__________.

The information provided in these materials is for illustrative purposes only. Opinions, forecasts, and recommendations are solely those of The Wehrly Group. The projections used, including inflation rates and investment rates of return, are estimates only and in no way guarantee future performance. The assumptions and calculations are estimates and are meant to serve solely as a guideline. If any assumptions used in these materials are not realized, then the calculations will be inaccurate. There is no express or implied guaranty or warranty that any result shown will be achieved. Investing involves risk, including possible loss of principal. Any statements or recommendations regarding annuities are solely those of The Wehrly Group. Annuity guarantees are based on the claims-paying ability of the issuing insurance company. Annuity interest rates are based upon annuity contracts that are currently available in the marketplace. Actual rates will depend upon the specific terms of the annuity contract entered into between the client and insurance company. Interest credited on certain fixed indexed annuities may be calculated differently than the relevant market index and result in a lower credit. Certain annuity features may require additional conditions and costs, and surrender charges for early withdrawals may result in a loss of principal. Withdrawals of earnings may be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty.

TAX ADVICE DISCLOSURE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Disclosures

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