An Integrated Approach To Preserving Your Assets And Increasing Your Wealth.

Integration is the key to Grow, Protect and Enhance your Wealth What do we mean by Integration?

Well, family and business protection, tax planning and estate planning are often done in isolation without regard to the clients overall goals, requirements and desires.

At Sage Capital Advisors, Inc, we have merged family and business protection, tax planning and estate planning into a coherent integrated overall strategy. Our team of experienced specialists works closely with various professionals in the legal, accounting and financial arenas to meet all of your wealth preservation and growth goals.

In essence, we combine the strength and capabilities of a global group with the individuality and flexibility of a focused private bank.

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The Sage Integrated Strategy

The Sage Integrated Strategy coordinates resource deployment, policies and action.

This strategy and process is a Game Changer for our Clients.

Just as a Lever uses Mechanical Advantage to Multiply Force, The Sage Integrated Strategy is a Force Multiplier.

This Integration Creates New Advantages and New Opportunities.

For our Clients, Their Sage Integrated Strategy is the best plan and path that they have ever had and provides the best possible track for their progress.


Behavioral Finance

Drivers of Investor Behavior

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Defined Interest Crediting

Mitigation of Aversions

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Premium Financing

Accelerating Retirement Savings

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Tax Free Interest Crediting

Benefits of a Private Pension

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Business Transition

Smooth Transition of Ownership

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401K Exposed

Common “Truths” Exposed

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