An Integrated Approach To Preserving Your Assets And Increasing Your Wealth.

Integration is the key to Grow, Protect and Enhance your Wealth What do we mean by Integration?

Well, wealth management, family and business protection, tax planning and estate planning are often done in isolation without regard to the clients overall goals, requirements and desires.

At Sage Capital Advisors, Inc, we have merged wealth management, family and business protection, tax planning and estate planning into a coherent integrated overall strategy. Our team of experienced specialists works closely with various professionals in the legal, accounting and financial arenas to meet all of your wealth preservation and growth goals.

 In essence, we combine the strength and capabilities of a global group with the individuality and flexibility of a focused private bank.

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The Sage Integrated Strategy

The Sage Integrated Strategy coordinates resource deployment, policies and action.

This strategy and process is a Game Changer for our Clients.

Just as a Lever uses Mechanical Advantage to Multiply Force, The Sage Integrated Strategy is a Force Multiplier.

This Integration Creates New Advantages and New Opportunities.

For our Clients, Their Sage Integrated Strategy is the best plan and path that they have ever had and provides the best possible track for their progress.

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Behavioral Finance

How do investors analyze these factors and ultimately make decisions?

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Defined Outcome Investing

Defined outcome investing is an options-based strategy.

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Roth Conversion

A Roth IRA can be a perfect way to provide for a tax-free retirement.

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Tax Free Defined Outcome

Policy owners may access their money without IRS penalty regardless of age.

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Own Your Buy Sell

Different varieties of buy-sell arrangements have been developed over time.

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401k Exposed

New rules from the Department of Labor, shine light on 401(k) fees.

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The Sage Coherent Strategy

The Sage Integrated Coherent Strategy coordinates resource deployment, policies and action and this strategy and process is a Game Changer for our Clients.

Just as a Lever uses Mechanical Advantage to Multiply Force, The Sage Coherent Strategy is a Force Multiplier.

This Integration and Coherence Creates New Advantages and New Opportunities.

For our Clients, Their Sage Integrated Coherent Strategy is the best plan and path that they have ever had and provides the best possible track for their progress.

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