The Integrated Wealth Preservation and Growth Solution™
Our proprietary, five-step process designed to preserve and grow your assets.
The key to designing a truly effective wealth management plan is integration: Choosing the unique combination of strategies and tools that taken together preserve and grow your hard earned wealth. These may include all of the services we have mentioned and more. What follows is a brief overview of our Integrated Wealth Preservation and Growth Solution.™
Phase 1: Discovery
Our discovery process begins with an initial meeting, a dialogue that helps us evaluate your financial circumstances from a variety of perspectives, including your family situation, business situation, mid and long-term goals. We will listen closely to you, so that we can uncover the complex and sometimes competing needs and interests that may characterize your circumstances now and in the future.
Phase 2: Strategy
Once we thoroughly understand your needs and goals, we begin the process of crafting a customized strategy. This is when our team of experienced specialists and various professionals from the legal, accounting and financial arenas work together to formulate the solutions you require, whether they involve trust and estate planning, investments, banking or a combination of these and more. During this phase, we bring together all the pieces of your financial situation: your assets, your objectives and your family values to create an integrated, comprehensive plan.
Phase 3: Approval
This is where we present our plan to you for approval. We will carefully explain all of your plan’s components, answer any questions you might have and make adjustments according to your wishes. Upon completion of this phase of the process, you will have a plan that meets all of your goals and addresses all of your concerns.
Phase 4: Implementation
With a solid strategy and plan in place, we work to implement your customized plan. Here we utilize all of our experience and technical expertise to implement the plan you have approved.
Phase 5: Review and management
Your plan is regularly reviewed to accommodate changes in your circumstances and to ensure it meets changing economic or regulatory developments. We will monitor your situation and recommend changes to your plan as needed. Our philosophy is to stay in close touch. Should any of your goals or needs change, we want to know.
Sage Capital Advisors, Inc (“Sage”) is registered as an
investment advisor with the Office of Financial Regulation of the Florida Financial
Services Commission. The information and opinions contained in this document
are for background purposes only and do not purport to be full or complete,
and is subject to change. No representation, warranty, or undertaking, express
or implied, is given as to the accuracy or completeness of the information or
opinions contained in this document, and no liability is accepted as to the
accuracy or completeness of any such information or opinions. Sage does not
provide tax, legal, or accounting advice. In considering this material, you
should discuss your individual circumstances with a tax, legal and/or accounting
professional before making any decisions.
This document is not an offer, nor the solicitation of an offer, to enter into an investment advisory contract with Sage.