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Bailey Sage

Advisor Image
Bailey Sage
Financial Advisor
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Part of the 1429 Financial Group practice
Farmers
Tax Efficient Planning
Retirement Planning
Business Owners
Financial Guidance Rooted in South Dakota Values

Growing up in Freeman and serving families throughout Hutchinson County, Brookings, Sioux Falls, and surrounding communities, I understand the values that matter most to the people of our area: hard work, integrity, faith and taking care of the people you love.


As a Financial Advisor with Thrivent, my mission is to help individuals, families, business owners and retirees make confident financial decisions. Whether you're preparing for retirement, protecting your family, investing for the future, or navigating a major life transition, I strive to be a trusted resource and long-term partner along the way.


While many of my clients are located in eastern South Dakota, I work with individuals both in person and virtually through convenient web meetings, allowing me to serve clients wherever they are.


How I Help


  • Retirement planning and income strategies
  • Investment and wealth management
  • Life insurance and family protection planning
  • College and education funding
  • Tax-efficient financial strategies
  • Legacy and estate planning conversations


✅ Local roots and a strong understanding of our communities

✅ Personalized guidance tailored to your goals and values

✅ Ongoing support: not just at major milestones, but throughout life's changes

✅ Convenient meetings in person, by phone, or virtually

✅ A commitment to education, transparency, and helping clients make informed decisions



I believe financial planning isn't just about numbers, it's about helping people create confidence in their future. My goal is to serve as a resource you can turn to whenever questions arise and to provide guidance that helps you move forward with clarity and purpose.


Serving my hometown Freeman and Hutchinson County area, Brookings, Sioux Falls and clients across the eastern South Dakota region through both in-person and virtual meetings.

My qualifications
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Iowa
  • Minnesota
  • Nebraska
  • South Dakota
  • Texas

Insights

The benefits of life insurance: What you need to know
The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.
How to invest for retirement: Account types & strategic moves
How to invest for retirement: Account types & strategic movesWhether you're just getting started with retirement savings or you're well on your way, it's critical to know the ins and outs of how to invest for retirement. Try these steps for developing a solid long-term investing approach. 👇
Working tax efficiency into your financial strategy
Working tax efficiency into your financial strategyWhen it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations