The Sage Approach

We listen, plan and guide you every step of the way.

There are three key things that differentiate Sage Financial Advisors and make us great:

1. Helping you plan and stay on track

Expect the best, plan for the worst, and prepare to be surprised. At Sage Financial Advisors, we inspire others to live life on purpose, instead of just showing up. Because life is ever-changing, success often requires careful and thoughtful planning. It’s valuable to your financial future to find an advisor who will act as a partner, not just a leader, and help you plan and achieve your aspirations. We want to carefully and thoroughly understand your specific financial goals, situation and concerns. We actively work to seek ongoing feedback and make updates according to your needs. Our advisors plan for life’s ups, downs and unknowns by providing continual monitoring and adjustment to help you stay on track. We have developed systems to keep up with today’s increased rates of change. Through regular communication and active planning and adjustment, you can stress less and be more equipped to enjoy the freedom and security that accompanies financial peace of mind.

2. Providing complete solutions

Our clients demand expertise in many areas of financial planning, and we take a team approach when planning to provide a total solution. We understand that the synergy of a strong, trusted team under the guidance of Sage Financial Advisors provides greater benefit than working separately with individuals who may not understand the whole picture. Because of this, we have developed strategic alliances with other key professionals, including investment firms, custodians, attorneys, CPAs, bankers, appraisers, management consultants and insurers. When it comes to planning your financial future, be sure you have a full team on your side.

3. Our belief that it’s best to always do the right thing

We have been accused of always doing the right thing, even when we don’t know it. Part of doing the right thing includes being an independent, fee-for-service firm. Unlike many brokers, we serve as our clients’ fiduciary, and are not compensated by commission nor do we have proprietary products to push. Sage Financial Advisors is a client advocate, and we continuously explore every market to find the best products and services for our clients. A commission-based system is an obstacle to conscientious advisors because it stresses transactions, which may not always be in your best interest. Because of our fee structure, which varies based on portfolio style, type of assets, and management style, our interests are aligned with yours. We focus on what’s right for you, because we succeed when you have financial peace of mind.

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