Simple. Selective. Honest.
The core of what we do is to make your life easier by taking the complicated, and the complex, and distilling it down into what really matters. And if I can’t explain everything we talk about with an Expo marker and a whiteboard, then I’m not doing my job.
About Us
We aren’t for everybody—and we don’t want to be. If you’re just looking for someone to get you into that “hot new investment” that’s going to make you a millionaire overnight and always tell you what you want to hear… we probably won’t be a good fit.
However, if you’re looking for an advisor who will always give you an honest answer to your questions, and will be with you through all the highs and lows, we may just be the right fit for each other. We don’t play the market—we focus on long term strategies that have stood the test of time, to help you answer some of the big financial questions in your life—such as “do I have enough to retire?”, “am I on the right track?”, or “how can I pay less in taxes?”. Instead of focusing on just the “new and now,” we would rather focus on your goals and future plans to help set a road map for where you want to be.
Meet Our Team
Learn more about each of the dedicated members of the DeGraff Wealth Team.
Our Services
Retirement Planning
– Goal-Based Planning
– Retirement Contributions
– Retirement Income Planning
– Pension Optimization
– Social Security Strategy
Investment Planning
– Investment Selection
– Asset Allocation
– Portfolio Management
– Risk Assessment
– Cash Management
Tax Strategy
– Tax Return Review
– CPA Coordination
– Roth Conversion Strategy
– Tax Loss Harvesting
– Charitable Giving Strategies
– Capital Gains Planning
Estate Planning
– Estate Document Coordination
– Beneficiary Review
– Asset Protection
– Legacy Planning
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
"*" indicates required fields
Our Location
Street Address
136 Concord Road
Knoxville, TN 37934
Phone Number
865.686.8457
Recent Insights
Unveiling the Corporate Transparency Act of 2024
As a small business owner, it’s essential to stay up-to-date with the latest legislation that can have an impact on your business. This year, Congress passed an updated version of a previous legislation called the
How the 2024 Election Could Affect the Stock Market
Many factors can affect the stock market, with the presidential election standing out as a prominent factor. Election years often usher in volatility, especially in the stock market. Throughout history, the presidential election has consistently
How to Know If You’re a Good Candidate for a Financial Advisor
Have you ever wondered what it might be like to work with a financial advisor? Maybe you’ve been working on building your financial portfolio for a few years and you’re ready to take the next
Are Exchange-Traded Funds a Good Investment?
Exchange-traded funds (ETFs) and mutual funds are excellent options to diversify your investment portfolio. However, not everyone is aware of the difference between the two or how each option works. In this blog, we will