Home
Who We Are
How We Help
Learning Center
Client Resources
Contact Us

Once Upon a Goal

Mary M. Gies, AIF®, Accredited Investment Fiduciary

March 04, 2019

Do you know how to set up your financial goals for success? This knight does.

Contact

Office: 509-628-0569

Office: 360-306-3955

8127 W Klamath Court, Ste B

Kennewick, WA 99336

cheryl@sagewaterfinancial.com

Quick Links

Retirement
Investment Principles
Estate & Giving
Insurance Awareness
Tax Management
Daily Life & Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Cheryl Hirss is a Registered Representative and Mary Gies is a Registered Assistant offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES Member: FINRA/SIPC. Sagewater Financial and United Planners are independent companies and are not affiliated.

This information is intended for use only by residents of Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Montana, Nevada, New Mexico, New York, Oregon, South Dakota, Texas, Utah, Washington, and Wyoming. Securities-related services may not be provided to individuals residing in any state not listed above.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.