860.658.0443 • 800.537.7477

Informed, objective financial advisory services for individuals and businesses
Complimentary introductory consultation
Hourly-fee financial advisory sessions available

Sage Financial Design is a financial planning & investment advisory firm serving individuals, trusts, estates and corporation for nearly 30 years. Unlike many financial advisory firms, we provide fee-only services...we do not receive other forms of compensation, such as commissions, from any third party and we do not sell investment products. Our allegiance — our only allegiance — is to our clients.

My Significance

Family legacies include precious memories, not just assets...inquire about our My Significance custom audio recordings.

Sage Financial Designs • 548 Hopmeadow Street • Simsbury, CT 06070 • 860.658.0443 • 800.537.7477 •  Fax 860.651.3538

Sage Financial Design, Inc. is a trust representative office of National Advisors Trust and a Certified Financial Planner and a Connecticut-registered investment advisor corporation.

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