Skip to main content
menu
  • Home
  • About
    • Meet Your Advisor
    • Our Process
    • Who We Serve
  • Services
    • Retirement Planning
    • Insurance Planning
    • Annuities
    • Financial Planning for Business Owners
    • Tax Planning
    • Debt Management
  • Resources
    • Blog
    • Videos
    • Our Flagship Product
    • Financial Calculators
    • Useful Links
  • Financial Literacy
  • Contact
  • Client Login
  • Book a Meeting

  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Financial Literacy

How Money Works

WealthWave 

Recorded Trainings - ELEMENTS Educational Series

Foundation   Concepts   Protection

Building on Wealth Equivalency Concept – From Employee to Entrepreneur (e2E)

What’s Your Plan E?

Tax-Free Tools Financial Education Series (Using Indexed Universal Life (IUL) to Build Wealth

Sign-up for this informative educational series here.

Office

5 Public Square, Ste 301 #A23
Hagerstown, MD 21740

Contact Info

P | 240-245-0095
M | 301-442-5035
E | daledicks@sageonefinancial.com

     

Book a Meeting

Get in Touch

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

© 2024 SageOne Financial, LLC All rights reserved.