About Us
With over 20 years of experience, Greg Sagers, CFP®, helps individuals and families prepare for retirement with confidence. His focus is on clear planning, steady guidance, and always putting clients’ interests first.
Our Philosophy
We believe retirement planning isn’t about chasing numbers—it’s about creating security and peace of mind. Every decision is guided by a fiduciary commitment to protect what matters most: your future.
Our Process
We start by understanding your goals, then build a personalized plan to get you there. From retirement income strategies to ongoing guidance, our process keeps you focused, confident, and prepared.
Planning for the future means more than just managing money—it’s about protecting the people and values you care about most. Estate planning ensures that your wealth is transferred according to your wishes, with minimal stress and confusion for your loved ones.
You’ve worked hard to grow your nest egg—now it’s time to keep more of it. Smart tax planning helps ensure your retirement income lasts longer by reducing unnecessary tax burdens and improving efficiency across your financial life.
Giving back is about more than generosity—it’s about impact and legacy. With thoughtful charitable giving strategies, you can support causes you care about while also gaining meaningful tax advantages.
As a business owner, your company may be one of your most valuable assets. Planning for its future—whether you want to sell, transition to family, or pass it to key employees—is essential to protecting both your wealth and your legacy.
Owning a business often means your personal and professional finances are deeply intertwined. A comprehensive plan can help you maximize your business success while protecting your personal financial future.
Meet Your Advisor
Greg Sagers, CFP®
We hear successful people say “what keeps me awake at night is the thought that my kids are not equipped to inherit all that money (or take over my company).” We help fix that. For others, what keeps them awake is the thought they’re not prepared for retirement. We help with that too. Whatever your primary concern may be, let’s talk about it.
Retire with clarity, not uncertainty.
Your future deserves a plan built to last.
10 Questions to Ask A Financial Planner
“Not long ago, the Certified Financial Planners (CFP) Board of Standards published 10 questions for evaluating a financial planner. Speaking as a fiduciary, I think they’re great questions, and I’m happy to answer them.”
–Greg Sagers
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1). What experience do you have?
Greg began his career in 2001 on the insurance side as Northwestern Mutual’s Assistant Director of Operations/Utah. A few years later, Morgan Stanley recruited him to advise clients on investment portfolios. In 2010, he joined a small local firm because of concerns with the ethics of large Wall Street companies. In 2023 he founded Willow Creek Wealth in order to better serve clients.
He also has “street smarts” experience. In 2007, his employer (like most firms) was hard-selling mortgage-backed and auction rate securities. He thought they looked fishy. Standing up to management, he actually talked clients out of them. As I’m sure you know, history showed it was the right call. -
2). What are your qualifications?
Besides 25 years of real-world experience, Greg holds a Masters in Financial Services from The American College, Bryn Mawr, PA. He’s been a Certified Financial Planner™ since 2009. He keeps up on all state and CFP continuing education requirements and is properly licensed in all applicable states. Being a CFP, Greg only does business under the coveted Fiduciary standard of care.
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3). What’s your approach?
I have built my career on identifying and avoiding common, costly investment mistakes, and on keeping my clients focused on a sound plan.
First we’ll identify your goals. Do you want to retire and never run out of money? What’s your time frame? What resources do you have? Next, we’ll create a plan. Then, and only then, we’ll build a portfolio that’s likely to get you where you wish to go based on long-term historical rates of return. Finally, I’ll put everything in writing so you’ll know what to expect.
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