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.
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Our Location
Street Address
136 Concord Road
Knoxville, TN 37934
Phone Number
865.686.8457
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