Who We Are
Our Commitment
Our team consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that they truly care. As your experienced advisors, we are here to listen, guide and inform you, with caring attention every step of the way. We do everything in our power to keep our clients focused on where they want to go, advise them on how to work toward getting there, and continually remind them of the importance of maintaining a disciplined approach in working toward their dreams. “It is important that we learn about our client’s goals and dreams before we make any recommendations.” As independent Advisors, we have no obligations to investment product manufacturers and no quotas or home-office directives that may lead to conflicts of interest.
Who We Are
Our Principles
We believe in the principles of hard work, honesty, loyalty, and dedication to our clients. Our business is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. It's our goal to offer SAGE…. Strategic Advice, Guidance and Expertise in an easy-to-understand way to make you feel confident with a subject that is often intimidating to many. You are unique – so is our way of doing business. You are part of the family, so if you have any questions about your current financial situation or wish to schedule an appointment, contact us today.
Who We Are
Our Experience
With over 25 years of combined experience in financial planning and business retirement planning, you can count on our knowledge, experience and dedication to provide you with thoughtful financial insights, honest communication, long-term planning and personal service—the elements we consider essential for building lasting relationships. Our advisors, Jay and Trish, are both Certified Plan Fiduciary Advisors (CPFA®) and Accredited Investment Fiduciary® (AIF®).
Who We Are
Our Guidance
We are advocates of comprehensive life planning, an approach that takes a holistic look at what you truly value. Together, we will discover your goals and needs, then develop a plan to help you pursue critical milestones throughout your financial life. Whether you are planning to retire, approaching retirement, funding education for children or grandchildren or looking for strategies to transfer wealth between generations, we take a collaborative approach to providing the competent advice and guidance you seek to make informed decisions about your financial future. You’re in the driver's seat, so let us help you with directions on how to get to your destination.
