Michelle Lyman

Sage Financial Associates

Michelle has worked in the financial industry for over 20 years, 17 of those years with Anchor Agency Insurance, where she focused on Group Retirement Plans, 401(k)/403(b) and group benefits.  Michelle has a passion for working directly with participants sharing her knowledge of Group Retirement Plans, Retirement Planning and Medicare Planning to help enhance their financial future. With a certification as a Chartered Financial Consultant ® she brings this depth of experience to Sage Financial Associates, joining the group in 2019.  Michelle currently practices out of the Sage office in Latham NY.

Michelle was born, raised, and lives in the Capital District. When she is not working, she enjoys spending time with her grandchildren. She is also an avid runner and enjoys playing Golf.

Areas Of Expertise

Group Retirement Plans

Assist the Employer on determining the Retirement plan suited for their specific Company’s goals and demographics. Supporting the Employer by implementing competitive Group Retirement plans to help them attract top talent and retain valuable employees. She can engage the employee, aiding the employee from the basics of investing to more complicated investment ideas for the more advanced investor.

Retirement Planning

Treating a client’s financial goals with the same care as her own, she works with each individual to build an investment strategy based on their specific needs and financial objectives. By continuously researching to stay abreast of the many different investments and/or products, she is better able to assist clients pursue their Financial Goals.

Insurance Planning

Michelle has extensive knowledge in Medicare as she has over 15+ years of experience helping clients with their Medicare decisions. She brings this expertise to the Sage Financial Associates client to help educate and assist in navigating the various healthcare options in retirement.

Contact

  • 930 Albany Shaker Road, Suite 110, Latham NY 12110
  • +1 518 462-5350 ext 105
  • http://www.sagefinancial.xyz
  • mlyman@sagefinancialassociates.com

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