Sage Planning offers Concierge Financial Services.  Those services - there are quite a few of them - are designed to help you simplify your financial life.  We can tailor that list of services to meet your needs and requirements.

For over three decades, I've provided tailored financial and retirement planning for clients from many walks of life.  I have focused on   •Women Concerned about Retirement • Retirement Plans & Planning • Special Needs Families.   But, my real focus is on your needs, goals, and objectives.  Our offices are located in the northern suburbs of Chicago but those clients live all across the United States.

REQUEST A COPY OF SAGE PLANNING'S "SPECIAL NEEDS CRISIS CHECKLIST"  - click here

I am a financial advisor and committed to the fiduciary standard of putting your interest first.  I have earned the CERTIFIED FINANCIAL PLANNER (CFP®) designation, the Accredited Investment Fiduciary (AIF®) designation, and Certified Wealth Strategist (CWS®).  Each of these designations attest to my commitment to place your financial needs first.

Sage Planning is an independent financial planning firm.  Let’s start a conversation to match up our extensive resources and experience with your individual needs.