Sage Financial Design, Inc. is an Investment Advisory firm registered with the State of Connecticut. All information contained herein is for informational purposes only for residents of the United States and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in states where Sage Financial Design, Inc. is registered or where an exemption from registration is available. Representatives of the firm may only conduct business in a state if the firm and its representatives are approved to do business in the state or are exempted from the state's registration requirements.

Use Of This Web Site

This web site is intended for personal use only. No one may use information from this web site for any other reason without express written permission from Sage Financial Design, Inc. The Sage Strategic Link including the concept, the description and the graphic is a trademark/service mark belonging to Sage Financial Design, Inc. and may not be used by others for any purpose.

Links To Other Websites

Sage Financial Design, Inc. makes no representations whatsoever about any other website which you may access through this one. When you access a non- Sage Financial Design, Inc. website, please understand that it is independent and we have no control over the content on that website. 

Site Operation

Sage Financial Design, Inc. operates this site from its offices within the United States of America. Sage Financial Design, Inc. does not represent that the information in this site is appropriate or available for use in other locations, and access from certain locations may be strictly prohibited. Those who access this site do so on their own initiative and are responsible for compliance with all applicable local laws. 


We hope you enjoy your visit at our website and we hope that you come back frequently. Sage Financial Design, Inc. will not use, collect, or store internet cookies during your visit. 

Privacy Policy

Our clients' privacy is important to us; therefore, we have adopted a Privacy Policy to demonstrate our commitment to the protection of their privacy.We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by them or as required by law.

We restrict access to nonpublic personal information about our clients to those employees who need to know such information to provide products or services. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard our clients' nonpublic personal information.
Sage Financial Design Privacy Policy

Sage Financial Design, Inc., an independent financial planning firm, is commited to safeguarding the confidential, non-public, and personal information of each prospective, current and former client. SFD considers the privacy of this information to be a matter of the utmost importance. SFD believes that any personal client data provided to it should be treated with the highest level of regard for the confidentiality of personal and financial information. SFD uses client information to help meet personal financial goals, while guarding against real or perceived infringements to rights of privacy.

This Privacy Policy is being provided to outline our current policies and practices with regards to how information about individual clients is collected and used. We will send clients (and prospective clients interviewed during that time frame) the SFD Privacy Policy statement each year.

Sage Financial Design, Inc. does not disclose non-public information to non-affiliated third parties unless required by law or with the explicit consent of the client. We restrict access to client personal information to our employees and agents for business purposes only. All employees are trained and required to safeguard such information. SFD Maintains physical, electronic, and procedural safeguards to protect personal information as part of our commitment to our clients.

For more information regarding questions or concerns about the privacy of client information at Sage Financial Design, Inc., please contact our office. 

Sage Financial Design • 548 Hopmeadow Street • Simsbury, CT 06070
Phone 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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Sage Financial Design Inc.