Sage Wealth Advisors LLC
Our Services
A HOLISTIC APPROACH TO ACHIEVING YOUR UNIQUE FINANCIAL GOALS
Every financial decision has consequences. That's why we take a holistic approach when making strategy recommendations to our clients. The following is a list of services we provide to our wealth management clients to ensure our advice is relevant and specific to their financial goals.
INVESTMENT MANAGEMENT & OVERSIGHT
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Investment review and personalized portfolio design appropriate for your needs and risk tolerance
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Continual monitoring of investments
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Ongoing meetings; to review and evaluate investment performance, update financial objectives, and reallocate your portfolio as needed
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Quarterly statements
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Independent advice
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Recommendations on portfolio allocations for employer-sponsored plans (such as 401(k)s)
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Access to alternative investment platform
TAX REDUCTION PLANNING*
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Comprehensive review of your tax return to highlight opportunities for tax reduction strategies
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Ongoing review of tax law changes as they pertain to your situation
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Consultation and coordination with your tax preparer
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Recommendations on tax solutions including tax-preferred investments
RETIREMENT INCOME & DISTRIBUTION PLANNING
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Analysis of retirement goals in conjunction with income needs now and in the future
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Ongoing development and recommendations pertaining to income needs
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Social Security maximization report
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Recommendations regarding distributions strategies
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Beneficiary analysis
FAMILY WEALTH & ESTATE PLANNING
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Risk management analysis – life, disability and long-term care insurance
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Analysis of current estate plan and/or concerns
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Identify and implement asset protection strategies
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Consultation and coordination with your estate planning attorney
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Assistance in asset transfers to trusts and management of trust assets
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Providing guidance and recommendations in the event of a death of a loved one
CLIENT SERVICE & COMMUNICATION
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eNewsletter to keep you up-to-date with current economic conditions and market-related news
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Depending upon need, annual, semi-annual or quarterly review meetings