Investment Planning

Investment Planning

“An investment in knowledge pays the best interest.”

– Benjamin Franklin

What does investment success mean to you? At Sage, we recognize that your situation is unique. You have a different set of circumstances, goals, experiences, and concerns which will dictate how you might invest for the future. We strive to understand those intended results before we help you implement a tailored portfolio to get you where you want to go. Educating and informing you is the greatest result we achieve, and we follow it up with consistent monitoring, reporting, and service.

Our goal is to preserve and grow your wealth in a manner which balances your needs, preferences and capabilities. We guide you in the selection and monitoring of your investments and will uncover the most attractive opportunities as things change. We provide advice on all your assets, even those we don’t directly manage for you.

Sage incorporates the following key elements in our operation; which when combined, serve to enhance the probability of your long-term success:

  • Suitable asset allocation
  • Cost effective implementation
  • Rebalancing
  • Asset location
  • Spending strategy
  • Total Return vs. Income investing
  • Behavioral coaching

We’d love to talk more about the options with you, free of any obligation. To arrange a time, call us at (206) 516-7991.

Investment Planning

Learn more about how we can help you choose the right investment strategy based on your needs by watching the video below.

Securities and advisory services offered, in states where licensed, exclusively by Russell D. Cole, CLU, ChFC, Jordan Cole, CFP®, Katherine Benjamin, CFP®, CLTC and Michaela Anderson, CFP® through KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.

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