| What is important about money to you? |
| Are you taking more investment risk than necessary to meet your lifestyle goals? |
| Do you have a plan to disinherit the IRS and have your wealth go to your loved ones and favorite charities? |
| Would you make better decisions about your wealth if your team of legal, tax, investment and estate planning advisors had more direction from you about your values and goals? |
| Are you confident that your current planning provides a way for you to transfer your knowledge, experience, ethics, and wisdom to your family members? |
We Know That Wealth Creates Complexity As Well As Opportunity
Our approach to planning is different than you have ever experienced before. Most people think planning is about money. It’s about so much more. It's about you, your values, your family, and your relationships. As we have taken clients through our Discovery Process, we have been amazed by the profound yet simple truths about life that become clear as they articulate what is important to them. As this process unfolds they can clearly see the way to proceed to accomplish their goals for themselves and their loved ones. They better understand the planning that they have already done and recognize the areas where improvements are needed.
We created our firm to bring together the advice and resources you need to manage your wealth with confidence and ease. We bring over sixty years of experience in the financial services industry helping people maximize the opportunities and minimize the challenges created by their wealth. Our Wealth Preservation Blueprint is a plan for your wealth that is unique to you and your family. Our State of the Art web-based Sage360 Vault will help you manage your important documents and information flow, wherever you may be. When you partner with Sage360 Advisors, you will have your information at your fingertips and your decision-making and communication with your team of advisors will be uncomplicated. The result will be a new sense of confidence that your affairs are in order. If you've wondered about any of the following questions, Sage 360 Advisors may be right for you.
We have spent our careers working with clients just like you – successful people who lead fast-paced lives. Our clients look to us for advice on growing and preserving financial assets and preparing to transfer wealth to heirs. Our mission is to ensure that we simplify your life and give you time to reflect with clarity about what is important to you.
