Mr. Scott W. Burch is the founder and owner of Sage Investment Group. Scott is a Registered Investment Advisor and started his career as an American Express Business Financial Advisor. He has been advising business owners and retirees since 1989. His primary objectives are to help these specialized groups plan for and during retirement, by reducing income tax, increasing income and minimizing investment risk within their financial plans.
He made several appearances as frequent guest speaker on KABC 790 Talk Radio, the “Defending The American Dream. He has worked with retirees of the County of Los Angeles, the city of South Pasadena, Veterans Administration, Social Security Office, Sumitomo Bank, Wells Fargo Bank, Bank of America and California State Lottery winners.
Scott has instructed four-day workshops entitled “Financial Strategies for Successful Retirement” at Citrus College in Azusa. Scott also holds webinars and conducts various workshops for companies and retiree groups. He teaches principles of sound investing, minimizing investment risk in today’s economy, acquisition and tax-free sale of investment real estate, and how to design your financial plan now for tax-advantaged income at retirement.
Scott has also authored numerous articles on investment planning and investment real estate.
Mr. Scott W. Burch
Registered Investment Advisor
Team of Experts
We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we work with a team of experts, including your CPA and Estate Attorney, to determine the most beneficial course of action and strategy for all of your wealth needs. And if you don’t have a CPA or Estate Attorney, we can help you find the right one, based on your specific goals.
We also work with Third-Party Administrators, Custodians, Record Keepers and other professionals in order to help meet all of your retirement plan needs.
It is our goal that by having a team of experts working closely together, we maximize the effectiveness of your plan to help ensure that it stays in synch, with every item properly addressed.
In order to help you maximize your potential for success in all areas of your financial life, we focus on these important areas:
This process can be key to creating and maintaining your financial comfort. It can include:
- Managing resources and your portfolio
- Tax planning and tax efficiency issues
- Non-collaterized premium financing
- Personal savings
- Simplifying your financial life
- Education funding
Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family. It also can reduce or prevent much of the stress that so often occurs when heirs attempt to sort out a family member’s estate.
We help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable legacy.
Wealth and Income Protection
We work to ensure that your wealth is protected against catastrophic losses, an extended illness or disability and identity fraud. Business owners might also want to consider strategies to protect their wealth and the value of their businesses.
We also offer a comprehensive range of retirement plan solutions, from 401(k) plans to profit sharing plans, defined benefit plans and many other qualified plan types, we provide the options you need and the guidance to deserve. This means we can help you plan for — and enjoy — a more secure retirement, both personally and professionally.
Sage Investment Group
Newsletters & Videos
Sage Investment Group is an independent investment advisor and fee-based financial planning firm in Pasadena, CA. Sage Investment Group is a Registered Investment Advisor registered with the California Department of Business Oversight. The firm primarily conducts business with individuals and organizations domiciled in California. We have a legal fiduciary responsibility to provide advice that serves your interests before our own. Our firm offers fee-based investment management and insurance products to individuals, businesses, trusts, partnerships, not-for-profit organizations, and retirement plans.
Getting started is easy – connect with us.