Informed, objective financial advisory services for individuals and businesses
Informed, objective financial advisory services for individuals and businesses
Complimentary introductory consultation
Complimentary introductory consultation
Hourly-fee financial advisory sessions available
Hourly-fee financial advisory sessions available
Family legacies include precious memories, not just assets...inquire about our My Significance custom audio recordings.

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

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.

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.