The Sage Approach

We listen. We plan.
And we guide you every step of the way.

There are three key things that make Sage Financial different:

1. At Sage Financial, we insist that you have a plan and stay on track.

Expect the best, plan for the worst, and prepare to be surprised. At Sage Financial, we inspire others to “live life on purpose” (rather than “just showing up”), and accordingly, success in life requires careful and thoughtful planning. After all, life is interesting, and things change. This is why it is so valuable to develop a financial advisor/client relationship as a “partnership.” Our goals are to carefully and thoroughly understand each client’s goals, situation and concerns…to seek on-going feedback and updates…and provide on-going monitoring and adjustment to “stay on track.” Also, we have created some interesting, integral systems to keep up with today’s increased rates of change. Through regular communication and active planning and adjustment, you can have less stress from change and be better able to enjoy the freedom and security that financial peace of mind brings.

2. Sage Financial provides a total solution.

Our clients demand expertise in specialized areas, and we take a team approach in providing a “total solution.” We have developed strategic alliances with other key professionals (e.g., investment firms, custodians, attorneys, CPAs, bankers, appraisers, management consultants, and insurers), as we believe that the synergy of a strong, trusted team under the guidance of Sage Financial provides much greater benefits than working “piecemeal” with individuals who may not understand the whole picture.

3. It’s Sage Financial advice 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 are neither compensated by commission nor do we have proprietary products to push. Sage Financial is a client advocate, continuously exploring the markets for the best products and services for our clients. We have also found that the out-of-date commission system is an obstacle to conscientious advisors because it stresses transactions, which may not always be in your best interest.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, your portfolio, your objectives, and your future.

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