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Sage Financial Design, Inc.


sagefinancialdesign.com
548 Hopmeadow Street
Simsbury, CT 06070
(860) 658-0443
(860) 537-7477

A Fee-Only Investment and Financial Planning Firm

Sage Financial Design, Inc. believes that clients should be fully aware of all costs when shopping for financial services. It is important for the general public to understand the three methods in which clients pay for financial planning services today.

Commission only: An advisor receives a commission for the sale of a product which varies based on the given dollar amount of the sale.

Fee Based: An advisor charges a fee, perhaps to write a financial plan, and also receives a commision for any products sold to implement said plan.
Fee Only: An advisor bills a client for services provided, but receives no other form of compensation from any third party.

Since not all products carry the same schedule in terms of commission, a bias (or greed) may exist with a commission only or fee based advisor to sell products with a higher payout. It is our belief that the client's best interest is most important, and not the advisor's.

Sage Financial offers services on a fee-only basis and does not receive commisions for any insurance or investment product we recommend. We work for our clients and for our clients only.

All reasonable financial goals are achievable through proper planning and guidance. The most costly mistake individuals make is becoming so overwhelmed by their situation that they do nothing. We at Sage Financial Design, Inc. provide the necessary tools and guidance to assist you in your particular circumstances.

We work with you to achieve your financial dreams. We recognize that your dreams may change as you move through life. Our success as financial planners comes from our willingness to understand your values and financial goals and our ability to translate them into a successful financial plan that accommodates your present and future circumstances.

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