From Paycheck to Passive

We create personalized plans to help you:

• Build portfolios of dividend-paying ETFs, stocks, REITs, and other yield assets
   
• Set up DRIP (Dividend Reinvestment Plans) so your money compounds automatically
   
• Grow your cashflow consistently—one deposit at a time
   

Goal: Turn savings into streams of income that keep working for you.

We help you establish secure, steady cashflow using:

• FDIC-insured Certificates of Deposit (CDs)
   
• Other low-risk fixed-income instruments
   

Benefit: Build a foundation of predictable income to support your portfolio growth.

Stay on track with:

• Monthly or quarterly portfolio check-ups
   
• Adjustments to optimize DRIP and allocations
   
• Guidance to align investments with your long-term goals
   

Outcome: Confidence that your cashflow keeps moving forward.

Protect your future and loved ones with guidance on:

• Setting up living trusts, custodial accounts, and beneficiary designations
   
• Ensuring your assets continue to support your family across generations
   

Vision: Your hard work becomes a lasting legacy.

At Cashflow Investing Sage, our mission is simple:

“From Paycheck to Passive — Building Freedom for the Working Class.”

Together, we plant the seeds of cashflow that grow into lifelong freedom.