Financial Services

Giving you the resources and guidance you need to manage your money.
Reduce The Risk, Maximize Your Investment
Mark Coker do calculations on a board
At Sage Financial, we provide custom solutions built around your specific needs. Led by Mark Coker, we believe in getting to know you personally so we can better understand how to help you. We want to become your friends so we can achieve your dreams together. In all our services, you can experience the three E's:
  1. Education: We don't just show you, but we teach you how to manage your money better.
  2. Empowerment: We encourage you to take control and make financial decisions with confidence.
  3. Empathy: We meet you where you are in life and always have your best interests at heart.
No matter where you are in your financial journey, Mark is here to guide you on your path to financial success.

What We Do

Asset Protection
Retirement doesn't mean you have to become financially obsolete. It just means it's time to stop taking unnecessary risks and follow a strategy.

Mark Coker specializes in helping retirees protect their  assets. He strives to meet your retirement income goals and help you enjoy your money.
Family Legacy Planning
Family means everything to us, and as such, we want to aid you in taking care of yours.

Whether you want to leave your children and grandchildren a nice inheritance or make sure your spouse never suffers the burden of insufficient income; we can help you create a financial legacy your loved ones can live on, tax-free!
Extended Care Solutions
Although we always remain young at heart, it is wise to prepare for the time when you'll need extra help in your later years.

Mark can help with this by planning for the cost of assisted living or a long-term care provider. He can also work with hybrid insurance plans to ensure you can enjoy your life with complete peace of mind.
Retirement Income
Making sure you don't run out of money during your retirement is perhaps the single most crucial aspect of financial planning.

Together, we can create a customized retirement income plan to help you enjoy financial security during your golden years. We'll consider all your income sources and financial goals to provide your tailor-made strategy.
Enjoy Financial Simplicity
On the House

Mark enjoys working and helping people with their financial and retirement plans. Therefore, the first meeting is on him. Yes, you read that right! You can benefit from a free financial consultation.

Meet and Greet

Your first Zoom meeting will act as an icebreaker for you and Mark to get to know each other. During this 60 minute meeting, he will ask you questions about your experience with money and how he can help you personally.


After your initial meeting, you'll receive a follow-up email from Mark. In this email, you'll find some documents regarding your financial goals, priorities, and what you discussed together.


Now that you and Mark know each other a little better, it's time to schedule a deep dive into the specifics of your financial/taxing situation. Together, you'll begin crafting your customized plan and outline the next steps.

Contact Mark Today
some common questions
our expert financial advisor gives you the answers.
Mature couple using a calculator speaking about money
When can I retire?

Typically people retire in their 60's but each person is unique. We need to review your personal/family situation to determine your needs and where you currently stand financially speaking.

It is essential to establish your financial position, which includes the amount of money in your:

  • Tax-deferred bucket
  • Taxable bucket
  • Tax-free bucket

Getting those ratios right is crucial to make your money work in your favor. It could mean having hundreds of thousands more to spend in your retirement.

Mark Coker pointing to a tv with financial information on it
How much money do I need to retire?

Before giving you the answer, we need to ask a few questions:

  • What will be changing in retirement?
  • Will expenses go up or down?
  • How long will your money last?
  • What is your current health status?
  • How can we protect your medical needs?
  • Do you have a plan for long-term care?

Once we answer these questions, we can analyze your situation and create a plan to maximize every dollar in your pocket.

Schedule Your
Financial Consultation
Mark Coker is here to help you regain control of your financial future.
Mark Coker sited with the legs crossed speaking with a client