Our goal is to continually provide our clients with global class consulting and education so they are aware of and can take advantage of the various tools, techniques and strategies to protect their business, accumulated wealth, families and estate. We utilize a multi-disciplinary approach with professionals and specialists having expertise in planning, implementing and monitoring these various tools, techniques and strategies for the betterment of our clients. Our purpose and goal is enhancing the lifestyle of our clients while they are living as well as ensure their legacy.
There are many tools and techniques that may be utilized for these purposes and the key to success is the integration of estate, tax and wealth management with a team of professionals that understands your clients financial circumstances from a variety of perspectives, including their family situation, business situation and mid to long-term goals.
Sage Capital Advisors, Inc. is able to offer specialized training in many of the most important areas of asset preservation, wealth management and specialized tax strategies.
Courses offered have been approved for 1 hour of continuing education for Attorneys and CPAs practicing in Florida. This is a complimentary service and we are happy to speak with you at your earliest convenience. Please contact us for more information.
Courses Offered:
Integrated Asset Preservation and Estate Planning
Understanding Your Financial Future
Retain Your Retirement Savings
Introduction to US Compliant International Planning
The Market, The Broker Dealers, Dynamic Asset Management - The Good,
The Bad and The Ugly
Introduction to Captives
Introduction to Private Placement Life Insurance
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.