Concierge Financial Services

At Sage Planning, we provide Concierge Financial ServicesIn many ways, those services — and there are lots of them — are designed to help you simplify and prepare your financial life.

It's our way of thinking and that begins with you.  Your needs are unique and you need a financial professional who will take the time to walk you through a process that focuses on

• your needs and goals

• gathers your information without pushing a sale

• identifies through research a risk level matching your comfort level

• offers a considered and detailed plan that spells out the strategies and solutions for meeting your goals

• and reviews this planning with you on a regular basis

My Story

My practice is centered on listening intently to clients as they talk about goals and objectives.  It is a process that is distinctly individual and applies technology and metrics to avoid a cookie cutter approach.  This is the basis for our Concierge Financial Services.

Concierge Financial Services covers a broad spectrum.  One day, we may discuss increasing health care needs and costs and whether to begin to exercise a long term care contract.  That afternoon it may be a session with a family with a special needs individual discussing the parents’ Social Security options and the “family max.”

Our services can be as fundamental as working with a client considering retirement to adjust their portfolio toward less risky investments; whether to rollover their 401(k) accounts; and updating beneficiary designations.  It may also be discussing taxes and the benefits a trust might add to future plans; analyzing their portfolio to manage tax obligations including charitable gifting; or discussing insurance needs to protect their financial plan.  It might also be working with someone planning the sale of a business or going through a divorce or just beginning to develop their own comprehensive financial planning.  All of that and more are our Concierge Financial Services.

Let's start a conversation to match up our resources and experience with your individual needs.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck