Concierge Financial Services

At Sage Planning, we provide Concierge Financial Services.  In 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.