Sage Rutty Account Login|Home

 

Welcome to My Sage Rutty!

My Advisor

 

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Wayne F. Holly
President & Chairman
wholly@sagerutty.com
585-512-2300
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My Accounts

 

Click here to login to your current First Clearing, LLC accounts. 
(Click the Button Below)

 

link to First Clearing LLC account login

***If applicable, tax document 5498 will be mailed with your December 2012 statement.
 

American Funds
 

SEI
 

Wells 
 

 Bond/CD Offerings
 

  Sage University Workshop Schedule
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Available Services

 

Financial Planning

  • Retirement Projections and Income Planning
  • Education Planning — College Assistance Program
  • Estate Planning
  • Tax Planning
  • Survivor Needs Analysis
  • Risk Analysis and Insurance Review

 

Retirement Planning

  • IRAs: Traditional, Roths and Rollovers
  • 401(k) and 403(b) Management
  • Pension and Profit Sharing Plans
  • Converting Your Investments into a Retirement Income

 

Small Business
Strategies

  • Succession Planning
  • Benefit Packages
  • Stock Options

Trust Services

  • Revocable or Living Trusts
  • Charitable Remainder Trusts
  • Irrevocable Trusts
  • Succession Planning Remainder Trusts

 

Investment Management

  • Portfolio Analysis
  • Asset Allocation Development
  • Portfolio Management

 

Legacy & Estate Planning

  • Personal Legacy Development & Preservation Planning
  • Power of Attorney, Living Wills, Long-Term Care Plans
  • Estate and Inheritance Tax Strategies