Pre & Post Retirees


We strive to foster enduring partnerships with our clients, providing education and counsel along the way.

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Wealth Builders


Our suite of financial and investment services is comprehensive, and we possess extensive access to a diverse range of solutions.

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Women in Transition


As an independent firm, our top priority is to provide impartial and unbiased advice by offering complete objectivity in our services.

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WE'RE REVOLUTIONIZING THE WAY FINANCIAL ADVICE IS PROVIDED

At Sapphire Investment Services, we are committed to revolutionizing the landscape of financial advice. We believe that with intentionality, attentive service, and a team devoted to your success, financial advice can have a life-changing impact. Our goal is to foster an empowering environment where you are motivated to pursue your aspirations, and we're passionate about assisting you in your journey. Through education, support, and genuine connections, our firm provides comprehensive financial planning and proactive investment management services.

Educational Videos

 

The Very High Cost of Waiting to Save for Retirement

 

What’s Your Risk Management Plan?

 

3 Key Elements to Early Retirement Success

Latest Blogs

Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The good news: there’s no one-size-fits-all answer. But there are a few options that tend to deliver more peace of mind and long-term upside. Here are five smart...
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to respond. 1 When dealing with complex financial matters, urgency can sometimes create pressure on us to act quickly. However, reacting too quickly...
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...